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
4276
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0
4277
$0 ﹤0.01%
1
4278
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+100
4279
$0 ﹤0.01%
15
-3,038
4280
$0 ﹤0.01%
2
4281
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28
4282
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0
4283
– –
-1,000
4284
$0 ﹤0.01%
4
4285
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4286
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4287
$0 ﹤0.01%
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4288
$0 ﹤0.01%
29
4289
– –
-504
4290
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-1,000
4291
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4292
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0
4293
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-96
4294
$0 ﹤0.01%
100
4295
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4296
$0 ﹤0.01%
226
4297
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4298
$0 ﹤0.01%
18
4299
– –
-1,600
4300
$0 ﹤0.01%
9
170 171
172
173 174