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
3626
$3K ﹤0.01%
362
-1,400
3627
$3K ﹤0.01%
+100
3628
$3K ﹤0.01%
3,300
3629
$3K ﹤0.01%
33
3630
$3K ﹤0.01%
210
3631
$3K ﹤0.01%
189
+100
3632
$3K ﹤0.01%
1,000
3633
$3K ﹤0.01%
45
+9
3634
$3K ﹤0.01%
76
+47
3635
$3K ﹤0.01%
93
+65
3636
$3K ﹤0.01%
233
3637
$3K ﹤0.01%
147
3638
$3K ﹤0.01%
64
3639
$3K ﹤0.01%
10,043
-2,900
3640
$3K ﹤0.01%
+1,092
3641
$3K ﹤0.01%
+137
3642
$3K ﹤0.01%
49
3643
$3K ﹤0.01%
92
3644
$3K ﹤0.01%
97
-4,739
3645
$3K ﹤0.01%
301
3646
$3K ﹤0.01%
48
3647
$3K ﹤0.01%
79
3648
$3K ﹤0.01%
+208
3649
$3K ﹤0.01%
46
3650
$3K ﹤0.01%
129
+32
144 145
146
147 148