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
2826
$13K ﹤0.01%
262
-24
2827
$13K ﹤0.01%
265
-38
2828
$13K ﹤0.01%
670
+130
2829
$13K ﹤0.01%
500
2830
$13K ﹤0.01%
1,000
2831
$13K ﹤0.01%
450
-12,720
2832
$13K ﹤0.01%
323
2833
$13K ﹤0.01%
571
+57
2834
$13K ﹤0.01%
389
+300
2835
$13K ﹤0.01%
5,463
2836
$13K ﹤0.01%
1,293
-1,845
2837
$13K ﹤0.01%
331
+45
2838
$13K ﹤0.01%
133
+25
2839
$13K ﹤0.01%
1,000
2840
$13K ﹤0.01%
73
-3
2841
$13K ﹤0.01%
1,575
+549
2842
$13K ﹤0.01%
889
2843
$13K ﹤0.01%
+125
2844
$13K ﹤0.01%
250
2845
$13K ﹤0.01%
311
2846
$13K ﹤0.01%
425
-2,557
2847
$13K ﹤0.01%
1,000
2848
$13K ﹤0.01%
526
2849
$13K ﹤0.01%
252
2850
$13K ﹤0.01%
164
+28
112 113
114
115 116