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
3376
$5K ﹤0.01%
327
3377
$5K ﹤0.01%
+50
3378
$5K ﹤0.01%
141
-354
3379
$5K ﹤0.01%
+175
3380
$5K ﹤0.01%
162
3381
$5K ﹤0.01%
139
3382
$5K ﹤0.01%
155
-122
3383
$5K ﹤0.01%
150
3384
$5K ﹤0.01%
+44
3385
$5K ﹤0.01%
400
+200
3386
$5K ﹤0.01%
300
3387
$5K ﹤0.01%
1,600
3388
$5K ﹤0.01%
237
+138
3389
$5K ﹤0.01%
+1,000
3390
$5K ﹤0.01%
+95
3391
$5K ﹤0.01%
150
3392
$5K ﹤0.01%
+240
3393
$5K ﹤0.01%
375
3394
$5K ﹤0.01%
+1,000
3395
$5K ﹤0.01%
221
+73
3396
$5K ﹤0.01%
127
+44
3397
$5K ﹤0.01%
694
3398
$5K ﹤0.01%
1,400
-7,867
3399
$5K ﹤0.01%
127
+73
3400
$5K ﹤0.01%
600
134 135
136
137 138