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
3601
$3K ﹤0.01%
400
-500
3602
$3K ﹤0.01%
+100
3603
$3K ﹤0.01%
12
3604
$3K ﹤0.01%
137
3605
$3K ﹤0.01%
123
+60
3606
$3K ﹤0.01%
70
3607
$3K ﹤0.01%
+45
3608
$3K ﹤0.01%
54
-289
3609
$3K ﹤0.01%
124
3610
$3K ﹤0.01%
200
3611
$3K ﹤0.01%
117
3612
$3K ﹤0.01%
+100
3613
$3K ﹤0.01%
+600
3614
$3K ﹤0.01%
96
+8
3615
$3K ﹤0.01%
85
3616
$3K ﹤0.01%
105
3617
$3K ﹤0.01%
124
3618
$3K ﹤0.01%
451
3619
$3K ﹤0.01%
282
3620
$3K ﹤0.01%
159
-125
3621
$3K ﹤0.01%
50
3622
$3K ﹤0.01%
200
3623
$3K ﹤0.01%
250
3624
$3K ﹤0.01%
210
3625
$3K ﹤0.01%
+166
143 144
145
146 147