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
3176
$7K ﹤0.01%
34
+10
3177
$7K ﹤0.01%
+572
3178
$7K ﹤0.01%
137
3179
$7K ﹤0.01%
1,800
3180
$7K ﹤0.01%
467
3181
$7K ﹤0.01%
191
3182
$7K ﹤0.01%
+250
3183
$7K ﹤0.01%
270
3184
$7K ﹤0.01%
110
-140
3185
$7K ﹤0.01%
1,361
3186
$7K ﹤0.01%
137
+54
3187
$7K ﹤0.01%
241
3188
$7K ﹤0.01%
241
3189
$7K ﹤0.01%
139
3190
$7K ﹤0.01%
126
3191
$7K ﹤0.01%
449
3192
$7K ﹤0.01%
44
3193
$7K ﹤0.01%
151
-5
3194
$7K ﹤0.01%
116
-34
3195
$7K ﹤0.01%
180
3196
$7K ﹤0.01%
717
-221
3197
$7K ﹤0.01%
288
-75
3198
$7K ﹤0.01%
1,164
3199
$7K ﹤0.01%
435
3200
$7K ﹤0.01%
360
126 127
128
129 130