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
2976
$10K ﹤0.01%
772
-107
2977
$10K ﹤0.01%
198
2978
$10K ﹤0.01%
254
2979
$10K ﹤0.01%
705
+245
2980
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420
+234
2981
$10K ﹤0.01%
156
-250
2982
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593
+105
2983
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200
-400
2984
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130
-126
2985
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+1,090
2986
$10K ﹤0.01%
250
2987
$10K ﹤0.01%
357
+14
2988
$10K ﹤0.01%
485
2989
$10K ﹤0.01%
270
+170
2990
$10K ﹤0.01%
103
2991
$10K ﹤0.01%
426
+157
2992
$10K ﹤0.01%
300
2993
$10K ﹤0.01%
200
+100
2994
$10K ﹤0.01%
200
2995
$10K ﹤0.01%
275
+75
2996
$10K ﹤0.01%
572
+180
2997
$10K ﹤0.01%
+920
2998
$10K ﹤0.01%
125
-74
2999
$10K ﹤0.01%
56
+14
3000
$10K ﹤0.01%
352
+10
118 119
120
121 122