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
551
$680K 0.03%
26,019
-1,840
552
$680K 0.03%
60,776
+23,808
553
$679K 0.03%
16,113
-1,434
554
$678K 0.03%
11,723
-1,328
555
$677K 0.03%
47,402
+338
556
$676K 0.03%
3,630
+322
557
$675K 0.03%
11,279
-50
558
$673K 0.03%
17,010
+116
559
$668K 0.03%
10,185
+2,686
560
$665K 0.03%
9,738
-6,281
561
$662K 0.03%
7,593
+1,561
562
$661K 0.03%
14,949
+4,749
563
$660K 0.03%
27,856
-10,678
564
$660K 0.03%
25,441
-453
565
$659K 0.03%
39,071
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566
$657K 0.03%
8,062
+7,500
567
$655K 0.03%
11,071
+5,359
568
$654K 0.03%
14,141
-421
569
$652K 0.03%
4,551
+531
570
$650K 0.03%
8,017
+1,177
571
$649K 0.03%
17,415
+852
572
$648K 0.03%
5,740
-76
573
$646K 0.03%
12,393
+9,921
574
$645K 0.03%
3,854
+92
575
$639K 0.03%
23,019
+795
21 22
23
24 25