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
526
$739K 0.03%
14,467
-669
527
$736K 0.03%
16,975
-16,731
528
$735K 0.03%
10,973
-3,772
529
$731K 0.03%
16,172
-13,276
530
$729K 0.03%
11,654
-871
531
$728K 0.03%
43,242
+14
532
$727K 0.03%
6,922
+492
533
$717K 0.03%
9,221
+365
534
$717K 0.03%
20,602
+18,164
535
$712K 0.03%
11,412
+3,573
536
$711K 0.03%
18,316
+4
537
$711K 0.03%
17,150
-4,259
538
$710K 0.03%
10,677
+639
539
$709K 0.03%
13,172
-9,913
540
$708K 0.03%
7,826
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541
$706K 0.03%
20,091
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542
$705K 0.03%
9,046
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543
$703K 0.03%
32,995
+5,273
544
$701K 0.03%
8,344
+1,315
545
$700K 0.03%
53,756
-14,832
546
$700K 0.03%
20,341
+52
547
$692K 0.03%
7,207
+193
548
$686K 0.03%
4,062
-2,804
549
$682K 0.03%
27,453
+8,120
550
$681K 0.03%
19,036
+1,872
20 21
22
23 24