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
4101
$0 ﹤0.01%
110
4102
$0 ﹤0.01%
+3
4103
$0 ﹤0.01%
230
4104
$0 ﹤0.01%
41
4105
$0 ﹤0.01%
17
4106
$0 ﹤0.01%
262
4107
– –
-1,631
4108
– –
-239
4109
$0 ﹤0.01%
+200
4110
– –
-153
4111
– –
-2,065
4112
– –
-3,163
4113
– –
-32
4114
– –
-1,699
4115
– –
-2,006
4116
– –
-53,075
4117
$0 ﹤0.01%
2
4118
– –
-49,303
4119
– –
-21
4120
– –
-43
4121
$0 ﹤0.01%
19
4122
$0 ﹤0.01%
12
4123
$0 ﹤0.01%
900
4124
$0 ﹤0.01%
139
4125
– –
-12
163 164
165
166 167