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
651
$541K 0.02%
10,109
-225
652
$541K 0.02%
44,276
-1,998
653
$536K 0.02%
3,687
-177
654
$536K 0.02%
17,344
-1,270
655
$536K 0.02%
5,881
-455
656
$533K 0.02%
9,459
+354
657
$532K 0.02%
28,972
+1,517
658
$532K 0.02%
18,712
+3,240
659
$528K 0.02%
10,212
+86
660
$527K 0.02%
18,231
-1,781
661
$526K 0.02%
29,640
+5,690
662
$525K 0.02%
2,738
+1,479
663
$525K 0.02%
15,456
-100
664
$523K 0.02%
4,963
+83
665
$521K 0.02%
20,695
+1,338
666
$519K 0.02%
25,748
-1,766
667
$518K 0.02%
7,189
+1
668
$517K 0.02%
25,016
+2,183
669
$513K 0.02%
18,991
+2,615
670
$510K 0.02%
9,423
+1,246
671
$507K 0.02%
5,859
-783
672
$507K 0.02%
16,225
+255
673
$506K 0.02%
21,690
+2,570
674
$506K 0.02%
4,711
-24
675
$503K 0.02%
21,228
+6,557
25 26
27
28 29