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
701
$476K 0.02%
3,786
+45
702
$476K 0.02%
17,484
-2,892
703
$469K 0.02%
8,581
+118
704
$469K 0.02%
19,322
+10,786
705
$467K 0.02%
26,989
+3
706
$465K 0.02%
4,849
-226
707
$465K 0.02%
23,752
-3,832
708
$464K 0.02%
5,073
+327
709
$464K 0.02%
8,391
+166
710
$461K 0.02%
2,891
+271
711
$459K 0.02%
9,310
712
$457K 0.02%
11,960
+8,372
713
$456K 0.02%
11,379
+181
714
$455K 0.02%
6,858
-800
715
$454K 0.02%
17,214
+5,870
716
$453K 0.02%
23,793
+5,513
717
$451K 0.02%
3,389
+94
718
$449K 0.02%
26,804
+576
719
$449K 0.02%
3,128
+45
720
$448K 0.02%
8,658
-5,362
721
$447K 0.02%
7,888
+3,501
722
$446K 0.02%
7,479
+5,977
723
$446K 0.02%
20,059
-2,221
724
$446K 0.02%
15,249
+154
725
$445K 0.02%
20,952
-5,709
27 28
29
30 31