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
676
$502K 0.02%
7,191
677
$502K 0.02%
3,005
-5
678
$501K 0.02%
4,958
-1,748
679
$501K 0.02%
36,611
-1,799
680
$499K 0.02%
6,342
+1,272
681
$499K 0.02%
21,286
+11,125
682
$497K 0.02%
14,570
+3,235
683
$497K 0.02%
24,301
+1,458
684
$497K 0.02%
6,273
-1,375
685
$495K 0.02%
6,673
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686
$493K 0.02%
15,516
-1,843
687
$490K 0.02%
13,850
+10,517
688
$488K 0.02%
26,098
-345
689
$488K 0.02%
9,490
-5,863
690
$487K 0.02%
33,671
-326,814
691
$487K 0.02%
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692
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1,541
-890
693
$483K 0.02%
13,823
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694
$483K 0.02%
12,258
-133
695
$479K 0.02%
20,122
+2,954
696
$478K 0.02%
12,488
+141
697
$478K 0.02%
26,088
-684
698
$478K 0.02%
4,549
-78
699
$478K 0.02%
6,214
-18
700
$477K 0.02%
10,592
+1,453
26 27
28
29 30