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
276
$1.9M 0.08%
63,092
+3,778
277
$1.89M 0.08%
129,220
+25,727
278
$1.87M 0.08%
97,493
-5,300
279
$1.87M 0.08%
17,257
+842
280
$1.86M 0.08%
83,294
+5,858
281
$1.85M 0.08%
34,390
+1,717
282
$1.85M 0.08%
20,825
-1,669
283
$1.84M 0.08%
15,133
-341
284
$1.84M 0.08%
121,431
-5,034
285
$1.84M 0.08%
20,582
+17,120
286
$1.84M 0.08%
35,553
-42,031
287
$1.81M 0.08%
63,688
+25,622
288
$1.81M 0.08%
31,762
+12,467
289
$1.79M 0.08%
11,032
+998
290
$1.78M 0.08%
73,730
+7,110
291
$1.77M 0.07%
11,770
+287
292
$1.74M 0.07%
180,882
+13,488
293
$1.73M 0.07%
39,327
-174
294
$1.72M 0.07%
32,076
+236
295
$1.72M 0.07%
29,988
+5,588
296
$1.72M 0.07%
92,370
-3,186
297
$1.72M 0.07%
18,513
-49
298
$1.7M 0.07%
18,928
-47
299
$1.7M 0.07%
82,400
+1,555
300
$1.69M 0.07%
29,998
+2,254
10 11
12
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