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
326
$1.48M 0.06%
37,352
+236
327
$1.48M 0.06%
23,748
+903
328
$1.47M 0.06%
16,210
+809
329
$1.44M 0.06%
7,257
-1,880
330
$1.43M 0.06%
5,877
-3,829
331
$1.43M 0.06%
19,709
-174
332
$1.43M 0.06%
21,964
+14,820
333
$1.42M 0.06%
28,466
+299
334
$1.42M 0.06%
46,936
+7,756
335
$1.41M 0.06%
42,836
+4,656
336
$1.41M 0.06%
81,820
337
$1.41M 0.06%
43,789
+3,122
338
$1.4M 0.06%
23,109
+1,686
339
$1.4M 0.06%
62,642
340
$1.4M 0.06%
6,306
+734
341
$1.38M 0.06%
24,963
+5
342
$1.38M 0.06%
10,904
+735
343
$1.38M 0.06%
44,302
-3,695
344
$1.38M 0.06%
10,276
-994
345
$1.38M 0.06%
83,971
+20,377
346
$1.37M 0.06%
19,117
+15,799
347
$1.37M 0.06%
30,836
+3,885
348
$1.37M 0.06%
9,421
-14,085
349
$1.37M 0.06%
33,566
+132
350
$1.36M 0.06%
25,527
+61
12 13
14
15 16