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
2951
$11K ﹤0.01%
+887
2952
$11K ﹤0.01%
1,000
-1,000
2953
$11K ﹤0.01%
283
2954
$11K ﹤0.01%
+553
2955
$11K ﹤0.01%
580
2956
$11K ﹤0.01%
183
+50
2957
$11K ﹤0.01%
272
-10,078
2958
$11K ﹤0.01%
+380
2959
$11K ﹤0.01%
132
-124
2960
$11K ﹤0.01%
1,000
2961
$11K ﹤0.01%
+331
2962
$11K ﹤0.01%
102
2963
$11K ﹤0.01%
50
-15
2964
$11K ﹤0.01%
148
2965
$11K ﹤0.01%
500
2966
$10K ﹤0.01%
246
-4
2967
$10K ﹤0.01%
6,000
2968
$10K ﹤0.01%
+2,157
2969
$10K ﹤0.01%
873
+843
2970
$10K ﹤0.01%
296
2971
$10K ﹤0.01%
146
+100
2972
$10K ﹤0.01%
313
+100
2973
$10K ﹤0.01%
360
-864
2974
$10K ﹤0.01%
+400
2975
$10K ﹤0.01%
352
+214
117 118
119
120 121