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
4076
– –
0
4077
$0 ﹤0.01%
32
4078
$0 ﹤0.01%
100
4079
$0 ﹤0.01%
39
4080
– –
-50
4081
– –
0
4082
$0 ﹤0.01%
6
4083
– –
-500
4084
$0 ﹤0.01%
116
4085
$0 ﹤0.01%
10
4086
– –
-5,000
4087
– –
0
4088
$0 ﹤0.01%
2
4089
$0 ﹤0.01%
30
4090
$0 ﹤0.01%
49
4091
– –
-2,500
4092
$0 ﹤0.01%
8
+3
4093
$0 ﹤0.01%
1
4094
$0 ﹤0.01%
10
4095
– –
-4,450
4096
$0 ﹤0.01%
+300
4097
$0 ﹤0.01%
95
4098
$0 ﹤0.01%
14
4099
$0 ﹤0.01%
30
+4
4100
$0 ﹤0.01%
13
162 163
164
165 166