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
26
$12.7M 0.54%
397,672
+14,437
27
$12.7M 0.54%
57,047
-1,154
28
$12.4M 0.53%
128,721
+3,494
29
$12.3M 0.52%
115,420
+6,523
30
$12M 0.51%
100,442
+5,831
31
$11.7M 0.5%
133,466
+17,105
32
$11.7M 0.49%
178,951
+24,878
33
$11.6M 0.49%
296,346
-4,959
34
$11.5M 0.49%
192,634
+10,582
35
$11.3M 0.48%
234,718
+27,340
36
$11.3M 0.48%
465,696
+1,823
37
$11.3M 0.48%
73,631
+2,133
38
$11.3M 0.48%
88,901
-1,448
39
$11.1M 0.47%
65,827
+3,773
40
$11.1M 0.47%
132,735
-6,117
41
$10.6M 0.45%
219,320
-37,500
42
$10.6M 0.45%
69,148
-5,627
43
$10.2M 0.43%
248,044
+25,157
44
$10.2M 0.43%
208,465
+7,623
45
$10.1M 0.43%
86,621
+1,213
46
$10M 0.43%
180,985
+58,695
47
$9.52M 0.4%
146,666
+10,438
48
$9.34M 0.4%
79,536
-3,477
49
$8.98M 0.38%
193,240
+21,720
50
$8.95M 0.38%
77,471
-3,087
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