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
626
$577K 0.02%
10,877
+1,441
627
$575K 0.02%
8,662
+519
628
$573K 0.02%
5,194
-193
629
$573K 0.02%
16,050
+10,151
630
$572K 0.02%
14,883
+2,285
631
$568K 0.02%
19,873
+2,711
632
$568K 0.02%
10,214
+4,083
633
$562K 0.02%
17,506
+7,679
634
$562K 0.02%
20,157
+4,442
635
$561K 0.02%
11,142
+1,448
636
$560K 0.02%
12,668
-2,989
637
$558K 0.02%
13,484
+3,138
638
$558K 0.02%
8,224
-1,346
639
$558K 0.02%
22,290
+2,880
640
$556K 0.02%
8,702
+150
641
$555K 0.02%
7,121
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642
$551K 0.02%
10,909
+10,784
643
$551K 0.02%
6,028
-16,029
644
$550K 0.02%
10,463
+8,735
645
$549K 0.02%
7,461
+311
646
$549K 0.02%
3,435
+518
647
$549K 0.02%
18,140
+1,881
648
$545K 0.02%
9,667
-161
649
$544K 0.02%
11,603
+6,172
650
$544K 0.02%
53,037
+1,717
24 25
26
27 28