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
2901
$11K ﹤0.01%
813
2902
$11K ﹤0.01%
288
-9
2903
$11K ﹤0.01%
356
+10
2904
$11K ﹤0.01%
430
2905
$11K ﹤0.01%
263
-350
2906
$11K ﹤0.01%
864
+9
2907
$11K ﹤0.01%
558
-1,675
2908
$11K ﹤0.01%
1,700
-2,000
2909
$11K ﹤0.01%
300
+68
2910
$11K ﹤0.01%
334
+119
2911
$11K ﹤0.01%
4,491
+1,240
2912
$11K ﹤0.01%
1,075
+387
2913
$11K ﹤0.01%
757
2914
$11K ﹤0.01%
412
2915
$11K ﹤0.01%
738
-1,000
2916
$11K ﹤0.01%
657
+438
2917
$11K ﹤0.01%
159
+1
2918
$11K ﹤0.01%
454
-33
2919
$11K ﹤0.01%
2
2920
$11K ﹤0.01%
231
-732
2921
$11K ﹤0.01%
540
+522
2922
$11K ﹤0.01%
280
2923
$11K ﹤0.01%
137
-22
2924
$11K ﹤0.01%
114
2925
$11K ﹤0.01%
243
+158
115 116
117
118 119