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
3701
$2K ﹤0.01%
254
3702
$2K ﹤0.01%
6
3703
$2K ﹤0.01%
6
3704
$2K ﹤0.01%
500
3705
$2K ﹤0.01%
52
3706
$2K ﹤0.01%
1,380
3707
$2K ﹤0.01%
+100
3708
$2K ﹤0.01%
610
3709
$2K ﹤0.01%
160
3710
$2K ﹤0.01%
+119
3711
$2K ﹤0.01%
+39
3712
$2K ﹤0.01%
169
3713
$2K ﹤0.01%
42
3714
$2K ﹤0.01%
+77
3715
$2K ﹤0.01%
82
3716
$2K ﹤0.01%
+42
3717
$2K ﹤0.01%
102
3718
$2K ﹤0.01%
+248
3719
$2K ﹤0.01%
294
3720
$2K ﹤0.01%
54
+16
3721
$2K ﹤0.01%
50
3722
$2K ﹤0.01%
44
+40
3723
$2K ﹤0.01%
+83
3724
$2K ﹤0.01%
100
3725
$2K ﹤0.01%
162
147 148
149
150 151