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
601
$607K 0.03%
20,721
+12,172
602
$602K 0.03%
39,769
-3,111
603
$601K 0.03%
15,612
+723
604
$600K 0.03%
11,009
-1,459
605
$599K 0.03%
5,114
+2,544
606
$599K 0.03%
5,124
+27
607
$596K 0.03%
10,128
-2,972
608
$596K 0.03%
10,892
+737
609
$595K 0.03%
14,039
+1,182
610
$595K 0.03%
20,628
-3,878
611
$594K 0.03%
15,338
-6,602
612
$594K 0.03%
10,142
+8,928
613
$594K 0.03%
24,176
-1,833
614
$593K 0.03%
7,587
-212
615
$592K 0.03%
8,263
+11
616
$592K 0.03%
10,528
+429
617
$588K 0.02%
26,805
+4,156
618
$588K 0.02%
12,069
+359
619
$587K 0.02%
33,606
+1,773
620
$584K 0.02%
15,023
+608
621
$580K 0.02%
48,299
-17,398
622
$580K 0.02%
10,037
+865
623
$578K 0.02%
6,400
-20
624
$578K 0.02%
+12,485
625
$577K 0.02%
4,904
+945
23 24
25
26 27