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
401
$1.12M 0.05%
9,346
+405
402
$1.11M 0.05%
47,191
+92
403
$1.11M 0.05%
17,838
+1,522
404
$1.11M 0.05%
6,862
+494
405
$1.11M 0.05%
46,370
+10,074
406
$1.11M 0.05%
13,978
+2,067
407
$1.1M 0.05%
24,940
+6,690
408
$1.1M 0.05%
20,526
+2,376
409
$1.1M 0.05%
22,373
+734
410
$1.1M 0.05%
10,947
-1,091
411
$1.09M 0.05%
29,924
-928
412
$1.09M 0.05%
80,631
+18,384
413
$1.09M 0.05%
45,110
+25,425
414
$1.08M 0.05%
19,828
-1,227
415
$1.07M 0.05%
48,768
-68,289
416
$1.06M 0.05%
38,881
-7,267
417
$1.06M 0.05%
46,705
+3,651
418
$1.06M 0.05%
16,667
-1,728
419
$1.06M 0.04%
37,065
-16,304
420
$1.06M 0.04%
35,375
-6,892
421
$1.06M 0.04%
16,537
+1,307
422
$1.04M 0.04%
42,246
+5,496
423
$1.04M 0.04%
95,760
-3,050
424
$1.04M 0.04%
11,720
-903
425
$1.04M 0.04%
17,121
-1,135
15 16
17
18 19