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
3851
$1K ﹤0.01%
85
3852
$1K ﹤0.01%
150
3853
$1K ﹤0.01%
31
-53
3854
$1K ﹤0.01%
30
3855
$1K ﹤0.01%
350
3856
$1K ﹤0.01%
102
3857
$1K ﹤0.01%
1,627
-30
3858
$1K ﹤0.01%
104
3859
$1K ﹤0.01%
32
-23
3860
$1K ﹤0.01%
166
3861
$1K ﹤0.01%
1,000
3862
$1K ﹤0.01%
36
3863
$1K ﹤0.01%
1,188
3864
$1K ﹤0.01%
43
3865
$1K ﹤0.01%
60
3866
$1K ﹤0.01%
37
3867
$1K ﹤0.01%
85
3868
$1K ﹤0.01%
10,000
3869
$1K ﹤0.01%
302
-125
3870
$1K ﹤0.01%
6,550
3871
$1K ﹤0.01%
100
3872
$1K ﹤0.01%
7
-13
3873
$1K ﹤0.01%
20
3874
$1K ﹤0.01%
+17
3875
$1K ﹤0.01%
16
153 154
155
156 157