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
3476
$4K ﹤0.01%
240
3477
$4K ﹤0.01%
9
-568
3478
$4K ﹤0.01%
195
+23
3479
$4K ﹤0.01%
150
+76
3480
$4K ﹤0.01%
150
-800
3481
$4K ﹤0.01%
+96
3482
$4K ﹤0.01%
200
3483
$4K ﹤0.01%
110
3484
$4K ﹤0.01%
43
+25
3485
$4K ﹤0.01%
80
3486
$4K ﹤0.01%
40
3487
$4K ﹤0.01%
+57
3488
$4K ﹤0.01%
135
3489
$4K ﹤0.01%
100
-10,200
3490
$4K ﹤0.01%
35
3491
$4K ﹤0.01%
+110
3492
$4K ﹤0.01%
+186
3493
$4K ﹤0.01%
84
3494
$4K ﹤0.01%
+196
3495
$4K ﹤0.01%
30
3496
$4K ﹤0.01%
48
3497
$4K ﹤0.01%
324
+40
3498
$4K ﹤0.01%
132
-185
3499
$4K ﹤0.01%
179
3500
$4K ﹤0.01%
6,130
+1,130
138 139
140
141 142