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
3676
$2K ﹤0.01%
10
3677
$2K ﹤0.01%
99
3678
$2K ﹤0.01%
10
3679
$2K ﹤0.01%
200
3680
$2K ﹤0.01%
58
+45
3681
$2K ﹤0.01%
42
3682
$2K ﹤0.01%
68
3683
$2K ﹤0.01%
87
3684
– –
0
3685
$2K ﹤0.01%
94
-34
3686
$2K ﹤0.01%
59
3687
$2K ﹤0.01%
242
-16
3688
$2K ﹤0.01%
60
+55
3689
$2K ﹤0.01%
101
3690
$2K ﹤0.01%
+308
3691
$2K ﹤0.01%
600
3692
$2K ﹤0.01%
128
+116
3693
$2K ﹤0.01%
57
3694
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64
3695
$2K ﹤0.01%
130
+100
3696
$2K ﹤0.01%
135
+35
3697
$2K ﹤0.01%
60
3698
$2K ﹤0.01%
573
3699
$2K ﹤0.01%
85
3700
$2K ﹤0.01%
62
-207
146 147
148
149 150