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
3526
$4K ﹤0.01%
500
3527
$4K ﹤0.01%
747
3528
$4K ﹤0.01%
195
3529
$4K ﹤0.01%
+272
3530
$4K ﹤0.01%
132
3531
$4K ﹤0.01%
114
3532
$4K ﹤0.01%
437
-14,000
3533
$4K ﹤0.01%
284
+212
3534
$4K ﹤0.01%
321
3535
$4K ﹤0.01%
625
3536
$4K ﹤0.01%
68
3537
$4K ﹤0.01%
150
3538
$4K ﹤0.01%
150
3539
$4K ﹤0.01%
487
3540
$4K ﹤0.01%
78
3541
$4K ﹤0.01%
48
3542
$4K ﹤0.01%
58
+53
3543
$4K ﹤0.01%
958
+697
3544
$4K ﹤0.01%
448
-41
3545
$3K ﹤0.01%
133
3546
$3K ﹤0.01%
180
3547
$3K ﹤0.01%
273
+40
3548
$3K ﹤0.01%
100
3549
$3K ﹤0.01%
78
-58
3550
$3K ﹤0.01%
100
140 141
142
143 144