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
3751
$2K ﹤0.01%
364
+39
3752
$2K ﹤0.01%
57
3753
$2K ﹤0.01%
+40
3754
$2K ﹤0.01%
167
-286
3755
$2K ﹤0.01%
54
3756
– –
0
3757
$2K ﹤0.01%
52
-174
3758
$2K ﹤0.01%
100
-37
3759
$2K ﹤0.01%
72
3760
$2K ﹤0.01%
2,500
3761
$2K ﹤0.01%
72
3762
$2K ﹤0.01%
31
3763
$2K ﹤0.01%
100
-1,709
3764
$2K ﹤0.01%
+62
3765
$2K ﹤0.01%
+150
3766
$2K ﹤0.01%
230
3767
$2K ﹤0.01%
+104
3768
$2K ﹤0.01%
100
3769
$2K ﹤0.01%
13
3770
$2K ﹤0.01%
22
3771
$2K ﹤0.01%
140
3772
$2K ﹤0.01%
101
-44
3773
$2K ﹤0.01%
+600
3774
$2K ﹤0.01%
775
3775
$2K ﹤0.01%
1,300
149 150
151
152 153