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
576
$636K 0.03%
11,395
+2,616
577
$634K 0.03%
23,345
-404
578
$634K 0.03%
18,503
+17,883
579
$633K 0.03%
3,848
-380
580
$632K 0.03%
17,965
+14,015
581
$630K 0.03%
25,382
+132
582
$630K 0.03%
40,644
-905
583
$628K 0.03%
13,770
-23
584
$627K 0.03%
44,640
-654
585
$626K 0.03%
18,602
+1,286
586
$625K 0.03%
334
-11
587
$625K 0.03%
5,984
+643
588
$625K 0.03%
4,471
+265
589
$623K 0.03%
18,158
-6,044
590
$622K 0.03%
67,834
+4,938
591
$621K 0.03%
15,128
+11,036
592
$621K 0.03%
12,617
-2,539
593
$620K 0.03%
12,320
+1,806
594
$618K 0.03%
9,501
+396
595
$617K 0.03%
4,314
+2,056
596
$616K 0.03%
4,059
-2,827
597
$614K 0.03%
2,264
+146
598
$614K 0.03%
23,019
+7,156
599
$612K 0.03%
12,100
+1,074
600
$611K 0.03%
19,285
+8,410
22 23
24
25 26