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
3551
$3K ﹤0.01%
69
3552
$3K ﹤0.01%
60
-324
3553
$3K ﹤0.01%
200
3554
$3K ﹤0.01%
1,000
3555
$3K ﹤0.01%
26
3556
$3K ﹤0.01%
200
3557
$3K ﹤0.01%
300
3558
$3K ﹤0.01%
+54
3559
$3K ﹤0.01%
200
3560
$3K ﹤0.01%
97
3561
$3K ﹤0.01%
49
3562
$3K ﹤0.01%
42
-56
3563
$3K ﹤0.01%
239
-2,000
3564
$3K ﹤0.01%
100
3565
$3K ﹤0.01%
44
3566
$3K ﹤0.01%
67
3567
$3K ﹤0.01%
82
3568
$3K ﹤0.01%
95
3569
$3K ﹤0.01%
112
3570
$3K ﹤0.01%
273
3571
$3K ﹤0.01%
190
3572
$3K ﹤0.01%
147
3573
$3K ﹤0.01%
100
3574
$3K ﹤0.01%
83
+12
3575
$3K ﹤0.01%
+15
141 142
143
144 145