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
476
$847K 0.04%
104,314
+13,976
477
$843K 0.04%
12,609
+27
478
$842K 0.04%
10,800
+416
479
$841K 0.04%
10,801
-2,239
480
$836K 0.04%
86,095
+1,527
481
$835K 0.04%
21,365
+2,029
482
$835K 0.04%
32,315
-536
483
$833K 0.04%
50,792
+12,190
484
$831K 0.04%
15,082
-510
485
$829K 0.04%
20,147
486
$826K 0.04%
24,075
+1,274
487
$825K 0.04%
7,236
-8,322
488
$822K 0.03%
26,080
+2,884
489
$813K 0.03%
32,031
-404
490
$812K 0.03%
108,425
+11,405
491
$811K 0.03%
11,698
-658
492
$808K 0.03%
18,404
+109
493
$807K 0.03%
7,626
494
$806K 0.03%
8,044
+3,439
495
$803K 0.03%
23,518
+6,530
496
$798K 0.03%
28,982
+5,582
497
$797K 0.03%
7,538
+551
498
$796K 0.03%
6,722
-234
499
$796K 0.03%
20,208
+1,341
500
$796K 0.03%
16,621
+304
18 19
20
21 22