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
51
$8.79M 0.37%
1,336,433
-112,016
52
$8.73M 0.37%
161,052
+392
53
$8.47M 0.36%
42,846
+2,293
54
$8.27M 0.35%
105,771
-28,490
55
$8.21M 0.35%
158,049
+6,261
56
$8.17M 0.35%
112,628
-5,909
57
$8.09M 0.34%
57,414
-13,859
58
$7.72M 0.33%
189,119
+2,907
59
$7.59M 0.32%
242,596
+21,516
60
$7.51M 0.32%
156,902
+1,091
61
$7.43M 0.32%
71,934
-2,445
62
$7.32M 0.31%
87,961
-26,795
63
$7.11M 0.3%
89,075
-4,205
64
$7.1M 0.3%
287,844
-2,401
65
$6.98M 0.3%
190,628
+13,085
66
$6.92M 0.29%
202,276
+62,372
67
$6.91M 0.29%
204,876
+3,497
68
$6.89M 0.29%
277,510
+6,037
69
$6.87M 0.29%
190,487
+17,124
70
$6.84M 0.29%
72,931
+2,428
71
$6.74M 0.29%
79,773
+7,444
72
$6.71M 0.28%
85,663
+3,205
73
$6.7M 0.28%
122,487
-38,400
74
$6.7M 0.28%
421,500
+56,988
75
$6.34M 0.27%
36,440
+1,980
1 2
3
4 5