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
3326
$6K ﹤0.01%
7,000
3327
$6K ﹤0.01%
64
3328
$5K ﹤0.01%
964
-15,731
3329
$5K ﹤0.01%
758
3330
$5K ﹤0.01%
162
3331
$5K ﹤0.01%
165
3332
$5K ﹤0.01%
41
+40
3333
$5K ﹤0.01%
207
+99
3334
$5K ﹤0.01%
257
3335
$5K ﹤0.01%
17
+10
3336
$5K ﹤0.01%
192
-13
3337
$5K ﹤0.01%
4
3338
$5K ﹤0.01%
+125
3339
$5K ﹤0.01%
200
3340
$5K ﹤0.01%
234
3341
$5K ﹤0.01%
652
3342
$5K ﹤0.01%
123
3343
$5K ﹤0.01%
100
3344
$5K ﹤0.01%
366
-50
3345
$5K ﹤0.01%
97
3346
$5K ﹤0.01%
+200
3347
$5K ﹤0.01%
136
3348
$5K ﹤0.01%
81
3349
$5K ﹤0.01%
26
3350
$5K ﹤0.01%
144
132 133
134
135 136