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
3726
$2K ﹤0.01%
400
3727
$2K ﹤0.01%
85
3728
$2K ﹤0.01%
92
-5
3729
$2K ﹤0.01%
68
3730
– –
0
3731
$2K ﹤0.01%
158
3732
$2K ﹤0.01%
81
3733
$2K ﹤0.01%
254
3734
$2K ﹤0.01%
62
3735
$2K ﹤0.01%
140
+30
3736
$2K ﹤0.01%
76
3737
$2K ﹤0.01%
258
3738
$2K ﹤0.01%
100
3739
$2K ﹤0.01%
+152
3740
$2K ﹤0.01%
96
+80
3741
$2K ﹤0.01%
100
3742
$2K ﹤0.01%
138
3743
$2K ﹤0.01%
70
-3,760
3744
$2K ﹤0.01%
+137
3745
$2K ﹤0.01%
225
3746
$2K ﹤0.01%
100
3747
$2K ﹤0.01%
70
3748
$2K ﹤0.01%
42
+29
3749
$2K ﹤0.01%
188
3750
$2K ﹤0.01%
77
-55
148 149
150
151 152