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
3876
$1K ﹤0.01%
100
3877
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11
3878
$1K ﹤0.01%
212
-1
3879
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13
+8
3880
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550
3881
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3882
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1,000
3883
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3884
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3885
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3886
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22
-58
3887
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55
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3888
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+50
3889
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555
3890
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25
3891
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+80
3892
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3893
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3894
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3895
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+1,000
3896
– –
0
3897
$1K ﹤0.01%
156
3898
$1K ﹤0.01%
99
3899
$1K ﹤0.01%
44
-152
3900
$1K ﹤0.01%
35
154 155
156
157 158