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
4251
$0 ﹤0.01%
13
4252
– –
-1,159
4253
$0 ﹤0.01%
1
4254
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4255
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+4
4256
$0 ﹤0.01%
1,325
+100
4257
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4258
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-415
4259
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-8,410
4260
$0 ﹤0.01%
1
4261
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1
4262
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30
+4
4263
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4264
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+1
4266
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4267
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62
-1
4268
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-7
4269
$0 ﹤0.01%
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4270
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4271
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4272
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4273
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1
4274
$0 ﹤0.01%
30
4275
– –
0
169 170
171
172 173