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
3126
$8K ﹤0.01%
500
3127
$8K ﹤0.01%
1,522
-4,500
3128
$8K ﹤0.01%
618
+8
3129
$8K ﹤0.01%
475
3130
$8K ﹤0.01%
490
-4,410
3131
$8K ﹤0.01%
157
-200
3132
$8K ﹤0.01%
+200
3133
$8K ﹤0.01%
297
+207
3134
$8K ﹤0.01%
121
-100
3135
$8K ﹤0.01%
233
+60
3136
$8K ﹤0.01%
195
3137
$8K ﹤0.01%
500
3138
$8K ﹤0.01%
318
+3
3139
$8K ﹤0.01%
+1,000
3140
$8K ﹤0.01%
141
-81
3141
$8K ﹤0.01%
169
3142
$8K ﹤0.01%
494
3143
$8K ﹤0.01%
668
-2,042
3144
$8K ﹤0.01%
2,529
3145
$8K ﹤0.01%
300
3146
$8K ﹤0.01%
1,677
3147
$8K ﹤0.01%
194
+21
3148
$8K ﹤0.01%
457
3149
$8K ﹤0.01%
300
3150
$8K ﹤0.01%
59
+47
124 125
126
127 128