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
2926
$11K ﹤0.01%
6,625
2927
$11K ﹤0.01%
4,483
2928
$11K ﹤0.01%
78
2929
$11K ﹤0.01%
800
-14,060
2930
$11K ﹤0.01%
125
2931
$11K ﹤0.01%
+175
2932
$11K ﹤0.01%
859
-1,250
2933
$11K ﹤0.01%
1,000
2934
$11K ﹤0.01%
8
+2
2935
$11K ﹤0.01%
1,363
-550
2936
$11K ﹤0.01%
588
+450
2937
$11K ﹤0.01%
295
2938
$11K ﹤0.01%
700
2939
$11K ﹤0.01%
160
2940
$11K ﹤0.01%
691
+52
2941
$11K ﹤0.01%
522
-16
2942
$11K ﹤0.01%
257
2943
$11K ﹤0.01%
103
2944
$11K ﹤0.01%
164
2945
$11K ﹤0.01%
250
2946
$11K ﹤0.01%
512
2947
$11K ﹤0.01%
111
+19
2948
$11K ﹤0.01%
+450
2949
$11K ﹤0.01%
301
2950
$11K ﹤0.01%
4,071
116 117
118
119 120