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
3301
$6K ﹤0.01%
434
3302
$6K ﹤0.01%
100
3303
$6K ﹤0.01%
200
3304
$6K ﹤0.01%
428
3305
$6K ﹤0.01%
+300
3306
$6K ﹤0.01%
162
3307
$6K ﹤0.01%
274
+59
3308
$6K ﹤0.01%
+21
3309
$6K ﹤0.01%
1,000
3310
$6K ﹤0.01%
140
3311
$6K ﹤0.01%
200
-50
3312
$6K ﹤0.01%
2,200
3313
$6K ﹤0.01%
137
+11
3314
$6K ﹤0.01%
100
3315
$6K ﹤0.01%
408
3316
$6K ﹤0.01%
+53
3317
$6K ﹤0.01%
100
3318
$6K ﹤0.01%
382
+107
3319
$6K ﹤0.01%
100
3320
$6K ﹤0.01%
308
-54
3321
$6K ﹤0.01%
785
3322
$6K ﹤0.01%
500
3323
$6K ﹤0.01%
100
3324
$6K ﹤0.01%
98
+20
3325
$6K ﹤0.01%
300
-600
131 132
133
134 135