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
301
$1.68M 0.07%
25,077
-4,692
302
$1.65M 0.07%
12,464
-334
303
$1.65M 0.07%
16,116
-3,294
304
$1.63M 0.07%
84,178
-12,695
305
$1.62M 0.07%
41,949
+2,126
306
$1.62M 0.07%
24,584
-2,008
307
$1.6M 0.07%
33,340
+3,404
308
$1.6M 0.07%
29,146
-1,332
309
$1.6M 0.07%
74,507
+4,289
310
$1.59M 0.07%
8,461
+1,459
311
$1.57M 0.07%
28,838
-4,545
312
$1.57M 0.07%
13,265
-600
313
$1.57M 0.07%
46,845
+807
314
$1.56M 0.07%
53,435
+42,805
315
$1.56M 0.07%
32,976
+373
316
$1.56M 0.07%
33,980
+14,076
317
$1.55M 0.07%
57,856
+828
318
$1.55M 0.07%
20,737
-78
319
$1.54M 0.07%
18,205
-5,831
320
$1.53M 0.07%
25,630
+325
321
$1.53M 0.06%
12,868
+407
322
$1.53M 0.06%
30,218
+590
323
$1.52M 0.06%
29,168
+3,875
324
$1.5M 0.06%
7,877
+73
325
$1.5M 0.06%
31,365
+4,308
11 12
13
14 15