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
3826
$1K ﹤0.01%
104
3827
$1K ﹤0.01%
+2,417
3828
$1K ﹤0.01%
+47
3829
$1K ﹤0.01%
41
3830
$1K ﹤0.01%
30
3831
$1K ﹤0.01%
16
3832
$1K ﹤0.01%
114
3833
$1K ﹤0.01%
+90
3834
$1K ﹤0.01%
20
-44
3835
$1K ﹤0.01%
200
3836
$1K ﹤0.01%
257
3837
$1K ﹤0.01%
30
3838
$1K ﹤0.01%
+59
3839
$1K ﹤0.01%
500
3840
$1K ﹤0.01%
+93
3841
$1K ﹤0.01%
29
3842
$1K ﹤0.01%
92
-21
3843
$1K ﹤0.01%
23
3844
$1K ﹤0.01%
36
3845
$1K ﹤0.01%
31
-94
3846
$1K ﹤0.01%
85
+44
3847
$1K ﹤0.01%
100
-1,845
3848
$1K ﹤0.01%
+40
3849
$1K ﹤0.01%
22
-200
3850
$1K ﹤0.01%
13
-50
152 153
154
155 156