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
501
$794K 0.03%
15,560
-1,473
502
$790K 0.03%
23,093
-939
503
$788K 0.03%
10,213
+496
504
$784K 0.03%
5,544
+1,053
505
$784K 0.03%
38,835
-201
506
$779K 0.03%
23,919
+5,211
507
$779K 0.03%
25,936
+304
508
$778K 0.03%
20,496
509
$778K 0.03%
31,724
-3,666
510
$777K 0.03%
26,198
+3,280
511
$769K 0.03%
10,906
+3,101
512
$769K 0.03%
17,447
+7,348
513
$768K 0.03%
18,960
+1,063
514
$767K 0.03%
6,880
+302
515
$767K 0.03%
19,088
+1,580
516
$758K 0.03%
31,129
-1,226
517
$758K 0.03%
26,396
+864
518
$757K 0.03%
19,183
+74
519
$756K 0.03%
126,225
-100,224
520
$749K 0.03%
24,027
+492
521
$743K 0.03%
16,895
+3,524
522
$743K 0.03%
12,068
-2,708
523
$741K 0.03%
23,766
-2,678
524
$740K 0.03%
14,149
-353
525
$739K 0.03%
6,719
-123
19 20
21
22 23