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
426
$1.03M 0.04%
35,507
+707
427
$1.02M 0.04%
9,710
+2,692
428
$1.01M 0.04%
2,401
+197
429
$1.01M 0.04%
24,885
+23,472
430
$1.01M 0.04%
22,230
+513
431
$1.01M 0.04%
40,783
+6,969
432
$1M 0.04%
7,075
-109
433
$1M 0.04%
26,142
-690
434
$1M 0.04%
23,016
+3,242
435
$1M 0.04%
21,842
+5,671
436
$999K 0.04%
48,057
+968
437
$997K 0.04%
11,816
+493
438
$997K 0.04%
13,328
-83
439
$992K 0.04%
46,651
-5,871
440
$987K 0.04%
23,849
+3,995
441
$981K 0.04%
20,041
+3,180
442
$975K 0.04%
18,036
-1,336
443
$970K 0.04%
9,072
+667
444
$967K 0.04%
19,266
+12,767
445
$960K 0.04%
21,736
+12,141
446
$959K 0.04%
71,460
+2,601
447
$957K 0.04%
22,532
+2,509
448
$944K 0.04%
40,474
+1,388
449
$944K 0.04%
97,249
+4,288
450
$938K 0.04%
14,224
+5,493
16 17
18
19 20