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
726
$442K 0.02%
7,104
-598
727
$442K 0.02%
17,580
-701
728
$439K 0.02%
55,560
+6,760
729
$439K 0.02%
17,160
+10,269
730
$437K 0.02%
9,325
+1,470
731
$437K 0.02%
22,819
-5,232
732
$436K 0.02%
9,121
+2,732
733
$435K 0.02%
5,578
+18
734
$428K 0.02%
18,415
-5,067
735
$427K 0.02%
3,738
-735
736
$427K 0.02%
6,332
+1
737
$425K 0.02%
22,186
+2,022
738
$425K 0.02%
10,680
-2,205
739
$424K 0.02%
19,778
-1,416
740
$423K 0.02%
7,104
+607
741
$420K 0.02%
3,984
-1,016
742
$420K 0.02%
12,629
+459
743
$419K 0.02%
1,324
-95
744
$418K 0.02%
11,292
-1,440
745
$418K 0.02%
19,112
+5,459
746
$418K 0.02%
39,599
-21,931
747
$416K 0.02%
5,328
+2,217
748
$415K 0.02%
26,508
-460
749
$415K 0.02%
16,281
-11,891
750
$415K 0.02%
21,668
-1,803
28 29
30
31 32