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
3501
$4K ﹤0.01%
119
3502
$4K ﹤0.01%
301
3503
$4K ﹤0.01%
63
3504
$4K ﹤0.01%
59
3505
$4K ﹤0.01%
93
3506
$4K ﹤0.01%
6
3507
$4K ﹤0.01%
27
3508
$4K ﹤0.01%
300
3509
$4K ﹤0.01%
228
-310
3510
$4K ﹤0.01%
155
3511
$4K ﹤0.01%
120
+95
3512
$4K ﹤0.01%
3,400
3513
$4K ﹤0.01%
300
3514
$4K ﹤0.01%
71
+21
3515
$4K ﹤0.01%
1,100
+100
3516
$4K ﹤0.01%
179
3517
$4K ﹤0.01%
57
3518
$4K ﹤0.01%
181
3519
$4K ﹤0.01%
59
+47
3520
$4K ﹤0.01%
200
3521
$4K ﹤0.01%
250
+161
3522
$4K ﹤0.01%
115
3523
$4K ﹤0.01%
600
3524
$4K ﹤0.01%
200
3525
$4K ﹤0.01%
832
+300
139 140
141
142 143