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
3776
$2K ﹤0.01%
530
3777
$2K ﹤0.01%
+74
3778
$2K ﹤0.01%
300
+200
3779
$2K ﹤0.01%
140
-1
3780
$2K ﹤0.01%
20
-40
3781
$2K ﹤0.01%
100
3782
$2K ﹤0.01%
175
3783
$2K ﹤0.01%
78
3784
$2K ﹤0.01%
216
3785
$2K ﹤0.01%
141
+100
3786
$2K ﹤0.01%
318
+100
3787
$2K ﹤0.01%
1,200
3788
$2K ﹤0.01%
+411
3789
$2K ﹤0.01%
146
+133
3790
$2K ﹤0.01%
38
3791
$2K ﹤0.01%
257
-692
3792
$2K ﹤0.01%
+300
3793
$2K ﹤0.01%
100
-13,920
3794
$2K ﹤0.01%
109
3795
$2K ﹤0.01%
81
3796
$2K ﹤0.01%
33
-80
3797
$2K ﹤0.01%
181
-1,049
3798
$2K ﹤0.01%
+33
3799
$2K ﹤0.01%
70
3800
$2K ﹤0.01%
66
+55
150 151
152
153 154