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
3001
$10K ﹤0.01%
138
-420
3002
$10K ﹤0.01%
102
-33
3003
$10K ﹤0.01%
1
3004
$10K ﹤0.01%
135
-35,351
3005
$10K ﹤0.01%
743
+241
3006
$10K ﹤0.01%
200
-27
3007
$10K ﹤0.01%
400
3008
$10K ﹤0.01%
52
+10
3009
$10K ﹤0.01%
769
-681
3010
$10K ﹤0.01%
+174
3011
$10K ﹤0.01%
+142
3012
$10K ﹤0.01%
482
+17
3013
$10K ﹤0.01%
1,000
3014
$10K ﹤0.01%
750
3015
$10K ﹤0.01%
+2,000
3016
$10K ﹤0.01%
830
-920
3017
$10K ﹤0.01%
+250
3018
$10K ﹤0.01%
215
3019
$10K ﹤0.01%
231
+53
3020
$10K ﹤0.01%
1,100
3021
$10K ﹤0.01%
185
-6
3022
$10K ﹤0.01%
916
3023
$10K ﹤0.01%
254
3024
$10K ﹤0.01%
660
3025
$10K ﹤0.01%
525
119 120
121
122 123