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
4001
$1K ﹤0.01%
23
+8
4002
$1K ﹤0.01%
877
+600
4003
– –
0
4004
$1K ﹤0.01%
34
4005
$1K ﹤0.01%
46
+4
4006
$1K ﹤0.01%
44
4007
$1K ﹤0.01%
21
-134
4008
$1K ﹤0.01%
36
4009
$1K ﹤0.01%
15
-872
4010
$1K ﹤0.01%
1,100
4011
$1K ﹤0.01%
45
4012
– –
0
4013
$1K ﹤0.01%
28
4014
$1K ﹤0.01%
22
-300
4015
$1K ﹤0.01%
11
4016
– –
0
4017
$1K ﹤0.01%
200
4018
$1K ﹤0.01%
275
4019
$1K ﹤0.01%
11
4020
$1K ﹤0.01%
2
4021
$0 ﹤0.01%
19
4022
– –
-10,000
4023
$0 ﹤0.01%
15
-11
4024
$0 ﹤0.01%
50
4025
$0 ﹤0.01%
100
159 160
161
162 163