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
3351
$5K ﹤0.01%
228
3352
$5K ﹤0.01%
37
3353
$5K ﹤0.01%
500
3354
$5K ﹤0.01%
300
3355
$5K ﹤0.01%
58
3356
$5K ﹤0.01%
152
3357
$5K ﹤0.01%
122
3358
$5K ﹤0.01%
250
3359
$5K ﹤0.01%
75
-190
3360
$5K ﹤0.01%
325
3361
$5K ﹤0.01%
100
3362
$5K ﹤0.01%
71
3363
$5K ﹤0.01%
400
3364
$5K ﹤0.01%
199
-41
3365
$5K ﹤0.01%
100
-111
3366
$5K ﹤0.01%
+48
3367
$5K ﹤0.01%
207
+200
3368
$5K ﹤0.01%
400
3369
$5K ﹤0.01%
122
3370
$5K ﹤0.01%
178
+2
3371
$5K ﹤0.01%
167
+4
3372
$5K ﹤0.01%
4,000
3373
$5K ﹤0.01%
67
-10
3374
$5K ﹤0.01%
186
+41
3375
$5K ﹤0.01%
166
+48
133 134
135
136 137