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
3101
$9K ﹤0.01%
250
3102
$9K ﹤0.01%
471
+18
3103
$9K ﹤0.01%
335
-129
3104
$9K ﹤0.01%
49
-206
3105
$9K ﹤0.01%
425
+100
3106
$9K ﹤0.01%
84
-1
3107
$8K ﹤0.01%
249
3108
$8K ﹤0.01%
206
3109
$8K ﹤0.01%
400
3110
$8K ﹤0.01%
519
+318
3111
$8K ﹤0.01%
+200
3112
$8K ﹤0.01%
300
-2,500
3113
$8K ﹤0.01%
2,685
3114
$8K ﹤0.01%
120
3115
$8K ﹤0.01%
265
3116
$8K ﹤0.01%
605
3117
$8K ﹤0.01%
151
3118
$8K ﹤0.01%
200
-1,000
3119
$8K ﹤0.01%
315
+250
3120
$8K ﹤0.01%
164
3121
$8K ﹤0.01%
727
3122
$8K ﹤0.01%
915
-8,425
3123
$8K ﹤0.01%
126
3124
$8K ﹤0.01%
870
3125
$8K ﹤0.01%
51
123 124
125
126 127