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
4301
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-120
4302
$0 ﹤0.01%
26
4303
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-86
4304
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0
4305
$0 ﹤0.01%
2
4306
$0 ﹤0.01%
3
4307
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-17
4308
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-1,875
4309
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-1
4310
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-30
4311
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-405
4312
$0 ﹤0.01%
2
4313
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4314
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4315
$0 ﹤0.01%
4
4316
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4317
$0 ﹤0.01%
2
4318
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4319
$0 ﹤0.01%
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4320
$0 ﹤0.01%
14
4321
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11
4322
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-28
4323
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-250
4324
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-1,040
4325
$0 ﹤0.01%
11
171 172
173
174 175