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
3576
$3K ﹤0.01%
35
3577
$3K ﹤0.01%
150
3578
$3K ﹤0.01%
38
3579
$3K ﹤0.01%
100
3580
$3K ﹤0.01%
100
3581
$3K ﹤0.01%
1,963
-2,800
3582
$3K ﹤0.01%
100
3583
$3K ﹤0.01%
250
+62
3584
$3K ﹤0.01%
77
3585
$3K ﹤0.01%
45
-120
3586
$3K ﹤0.01%
72
3587
$3K ﹤0.01%
195
3588
$3K ﹤0.01%
100
3589
$3K ﹤0.01%
50
3590
$3K ﹤0.01%
108
3591
$3K ﹤0.01%
45
+9
3592
$3K ﹤0.01%
263
+2
3593
$3K ﹤0.01%
24
+18
3594
$3K ﹤0.01%
100
3595
$3K ﹤0.01%
+343
3596
$3K ﹤0.01%
183
-230
3597
$3K ﹤0.01%
65
3598
$3K ﹤0.01%
231
3599
$3K ﹤0.01%
313
+297
3600
$3K ﹤0.01%
9
+7
142 143
144
145 146