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
351
$1.36M 0.06%
154,051
+21,966
352
$1.35M 0.06%
20,037
-2,334
353
$1.35M 0.06%
19,734
-1,741
354
$1.33M 0.06%
10,052
+48
355
$1.33M 0.06%
25,493
-1,107
356
$1.33M 0.06%
62,387
+7,619
357
$1.33M 0.06%
9,573
-596
358
$1.32M 0.06%
+57,407
359
$1.31M 0.06%
63,526
+12,220
360
$1.31M 0.06%
12,705
-57
361
$1.3M 0.06%
12,970
+1,992
362
$1.29M 0.05%
18,492
+2,000
363
$1.29M 0.05%
117,129
+4,735
364
$1.28M 0.05%
23,890
+17,362
365
$1.27M 0.05%
24,916
+2,358
366
$1.27M 0.05%
29,673
-1,101
367
$1.26M 0.05%
56,259
-2,000
368
$1.26M 0.05%
17,030
+1,448
369
$1.25M 0.05%
30,937
+10,044
370
$1.24M 0.05%
23,755
-5,462
371
$1.22M 0.05%
25,608
+811
372
$1.22M 0.05%
138,134
-15,100
373
$1.22M 0.05%
25,607
-3,717
374
$1.21M 0.05%
47,877
-165
375
$1.21M 0.05%
19,571
+1,297
13 14
15
16 17