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
376
$1.21M 0.05%
11,032
-1,238
377
$1.2M 0.05%
18,456
+1,786
378
$1.2M 0.05%
18,796
-632
379
$1.2M 0.05%
23,916
+3,641
380
$1.19M 0.05%
33,024
-1,836
381
$1.19M 0.05%
19,042
-1,663
382
$1.19M 0.05%
+59,160
383
$1.18M 0.05%
+14,000
384
$1.18M 0.05%
40,394
-9,938
385
$1.17M 0.05%
24,339
386
$1.17M 0.05%
60,510
-967
387
$1.16M 0.05%
26,598
+1,470
388
$1.16M 0.05%
8,755
-193
389
$1.16M 0.05%
8,560
+1,648
390
$1.16M 0.05%
20,939
-569
391
$1.15M 0.05%
6,577
+1,710
392
$1.14M 0.05%
19,091
+6,010
393
$1.13M 0.05%
71,875
-103,762
394
$1.13M 0.05%
28,658
395
$1.13M 0.05%
34,553
-10,170
396
$1.13M 0.05%
3,359
-116
397
$1.13M 0.05%
21,029
-2,632
398
$1.13M 0.05%
25,024
+708
399
$1.13M 0.05%
63,153
+4,658
400
$1.13M 0.05%
+38,945
14 15
16
17 18