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
4126
$0 ﹤0.01%
1,000
4127
– –
-2,000
4128
– –
-2,250
4129
$0 ﹤0.01%
23
4130
$0 ﹤0.01%
9
4131
$0 ﹤0.01%
33
4132
$0 ﹤0.01%
21
4133
$0 ﹤0.01%
8
4134
– –
-2,000
4135
$0 ﹤0.01%
13
4136
– –
0
4137
$0 ﹤0.01%
1
4138
$0 ﹤0.01%
98
+13
4139
– –
-126
4140
– –
0
4141
– –
-750
4142
$0 ﹤0.01%
6
4143
$0 ﹤0.01%
4
4144
– –
-100
4145
– –
-2,050
4146
$0 ﹤0.01%
4
4147
– –
-833
4148
– –
-26,582
4149
– –
-125
4150
– –
-3,100
164 165
166
167 168