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
451
$937K 0.04%
14,984
-935
452
$932K 0.04%
17,376
+2,443
453
$932K 0.04%
36,226
-329
454
$926K 0.04%
50,103
-2,055
455
$920K 0.04%
25,838
+15,199
456
$918K 0.04%
17,112
-9,961
457
$913K 0.04%
6,476
+378
458
$907K 0.04%
4,290
+210
459
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17,982
-2,327
460
$904K 0.04%
13,984
-1,555
461
$903K 0.04%
7,308
+2,657
462
$898K 0.04%
10,660
-1,801
463
$893K 0.04%
30,070
-2,453
464
$889K 0.04%
34,200
465
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24,379
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466
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40,116
-1,099
467
$881K 0.04%
13,400
-7,754
468
$874K 0.04%
3,634
+1,191
469
$873K 0.04%
15,490
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470
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38,871
-1,611
471
$867K 0.04%
84,743
-9,210
472
$863K 0.04%
10,408
+422
473
$859K 0.04%
14,917
-1,350
474
$854K 0.04%
17,220
+123
475
$849K 0.04%
19,733
-459
17 18
19
20 21