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
4026
$0 ﹤0.01%
+100
4027
$0 ﹤0.01%
2
4028
$0 ﹤0.01%
53
4029
– –
0
4030
$0 ﹤0.01%
12
4031
$0 ﹤0.01%
25
4032
$0 ﹤0.01%
12
4033
$0 ﹤0.01%
50
4034
$0 ﹤0.01%
1,800
4035
$0 ﹤0.01%
9
4036
$0 ﹤0.01%
2
4037
– –
-175
4038
$0 ﹤0.01%
30
4039
– –
-565
4040
$0 ﹤0.01%
831
4041
$0 ﹤0.01%
10
4042
$0 ﹤0.01%
300
4043
$0 ﹤0.01%
10
4044
– –
-22
4045
$0 ﹤0.01%
3
-21
4046
– –
-10,483
4047
– –
-17,303
4048
– –
-122
4049
$0 ﹤0.01%
49
4050
– –
-350
160 161
162
163 164