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
3951
$1K ﹤0.01%
71
+9
3952
$1K ﹤0.01%
52
3953
$1K ﹤0.01%
21
3954
$1K ﹤0.01%
17
3955
$1K ﹤0.01%
75
3956
$1K ﹤0.01%
+150
3957
$1K ﹤0.01%
+43
3958
$1K ﹤0.01%
30
-38
3959
$1K ﹤0.01%
50
3960
$1K ﹤0.01%
628
3961
$1K ﹤0.01%
100
3962
$1K ﹤0.01%
162
3963
$1K ﹤0.01%
+114
3964
$1K ﹤0.01%
5
3965
$1K ﹤0.01%
17
-9
3966
$1K ﹤0.01%
50
3967
$1K ﹤0.01%
12
3968
$1K ﹤0.01%
187
3969
$1K ﹤0.01%
56
3970
$1K ﹤0.01%
17
-2
3971
$1K ﹤0.01%
100
3972
$1K ﹤0.01%
+1
3973
$1K ﹤0.01%
+34
3974
$1K ﹤0.01%
565
3975
$1K ﹤0.01%
31
-54
157 158
159
160 161