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
3926
$1K ﹤0.01%
216
3927
$1K ﹤0.01%
80
-299
3928
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900
3929
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6
3930
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3931
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105
+3
3932
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3933
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3934
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3935
$1K ﹤0.01%
250
-1,660
3936
$1K ﹤0.01%
162
3937
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34
3938
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51
3939
$1K ﹤0.01%
40
-313
3940
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10
3941
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100
3942
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109
3943
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+150
3944
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+79
3945
$1K ﹤0.01%
81
+2
3946
$1K ﹤0.01%
200
3947
$1K ﹤0.01%
217
3948
$1K ﹤0.01%
10
3949
$1K ﹤0.01%
79
3950
$1K ﹤0.01%
44
156 157
158
159 160