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
4351
– –
-1,690
4352
$0 ﹤0.01%
34
4353
$0 ﹤0.01%
5
4354
$0 ﹤0.01%
2
4355
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0
4356
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0
4357
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4358
$0 ﹤0.01%
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4359
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4360
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-3,150
4361
$0 ﹤0.01%
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4362
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-1,138
4363
$0 ﹤0.01%
23
4364
– –
-77
4365
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0
4366
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0
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-500
4368
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-2,000
4369
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-1,900
4370
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-468
4371
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0
4372
$0 ﹤0.01%
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4373
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0
4374
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4375
$0 ﹤0.01%
5
+1
172 173 174
175
176