IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,400
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.88M
3
+$5.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.97M
5
BND icon
Vanguard Total Bond Market
BND
+$4.34M

Top Sells

1
+$45.1M
2
+$4.73M
3
+$4.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.21M

Sector Composition

1 Financials 6.78%
2 Technology 6.27%
3 Healthcare 6.26%
4 Consumer Staples 5.97%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$14K ﹤0.01%
1,000
2802
$14K ﹤0.01%
2,295
+1,680
2803
$14K ﹤0.01%
924
+200
2804
$13K ﹤0.01%
2
+1
2805
$13K ﹤0.01%
427
2806
$13K ﹤0.01%
+350
2807
$13K ﹤0.01%
1,000
-10,000
2808
$13K ﹤0.01%
291
2809
$13K ﹤0.01%
1,069
+7
2810
$13K ﹤0.01%
1,500
2811
$13K ﹤0.01%
1,250
2812
$13K ﹤0.01%
165
+75
2813
$13K ﹤0.01%
7,800
-1,000
2814
$13K ﹤0.01%
198
2815
$13K ﹤0.01%
274
-55
2816
$13K ﹤0.01%
3,920
2817
$13K ﹤0.01%
1,500
2818
$13K ﹤0.01%
+242
2819
$13K ﹤0.01%
1,234
+11
2820
$13K ﹤0.01%
305
2821
$13K ﹤0.01%
350
2822
$13K ﹤0.01%
818
2823
$13K ﹤0.01%
450
2824
$13K ﹤0.01%
324
2825
$13K ﹤0.01%
+1,134
111 112
113
114 115