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
3201
$7K ﹤0.01%
379
3202
$7K ﹤0.01%
300
3203
$7K ﹤0.01%
173
-39
3204
$7K ﹤0.01%
662
+54
3205
$7K ﹤0.01%
300
+200
3206
$7K ﹤0.01%
345
3207
$7K ﹤0.01%
813
+143
3208
$7K ﹤0.01%
333
3209
$7K ﹤0.01%
+800
3210
$7K ﹤0.01%
342
3211
$7K ﹤0.01%
106
-145
3212
$7K ﹤0.01%
100
3213
$7K ﹤0.01%
45
3214
$7K ﹤0.01%
265
3215
$7K ﹤0.01%
10
3216
$7K ﹤0.01%
568
+515
3217
$7K ﹤0.01%
+139
3218
$7K ﹤0.01%
415
+300
3219
$7K ﹤0.01%
125
3220
$7K ﹤0.01%
3,942
+3
3221
$7K ﹤0.01%
246
3222
$7K ﹤0.01%
+245
3223
$7K ﹤0.01%
1,833
+333
3224
$7K ﹤0.01%
142
-6
3225
$7K ﹤0.01%
115
127 128
129
130 131