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
3026
$10K ﹤0.01%
400
3027
$10K ﹤0.01%
3,820
+1,100
3028
$10K ﹤0.01%
646
-732
3029
$10K ﹤0.01%
406
3030
$10K ﹤0.01%
400
3031
$10K ﹤0.01%
193
+61
3032
$10K ﹤0.01%
126
+1
3033
$9K ﹤0.01%
151
3034
$9K ﹤0.01%
1,142
3035
$9K ﹤0.01%
155
3036
$9K ﹤0.01%
166
+12
3037
$9K ﹤0.01%
4,830
3038
$9K ﹤0.01%
337
3039
$9K ﹤0.01%
650
+500
3040
$9K ﹤0.01%
416
-400
3041
$9K ﹤0.01%
44
-1
3042
$9K ﹤0.01%
193
+43
3043
$9K ﹤0.01%
45
+10
3044
$9K ﹤0.01%
2,089
-561
3045
$9K ﹤0.01%
600
3046
$9K ﹤0.01%
122
3047
$9K ﹤0.01%
+500
3048
$9K ﹤0.01%
425
3049
$9K ﹤0.01%
315
3050
$9K ﹤0.01%
+808
120 121
122
123 124