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
751
$415K 0.02%
3,737
+646
752
$414K 0.02%
4,254
-374
753
$414K 0.02%
3,616
+684
754
$413K 0.02%
4,159
+399
755
$413K 0.02%
17,255
+15,445
756
$412K 0.02%
16,093
+33
757
$411K 0.02%
36,107
+600
758
$408K 0.02%
11,960
+680
759
$407K 0.02%
9,250
760
$405K 0.02%
7,075
+51
761
$405K 0.02%
1,575
+4
762
$405K 0.02%
6,927
-500
763
$404K 0.02%
15,066
-4,476
764
$404K 0.02%
34,068
+11,858
765
$403K 0.02%
77,584
-1,131
766
$403K 0.02%
7,464
+559
767
$403K 0.02%
13,636
+888
768
$402K 0.02%
32,677
+1,104
769
$402K 0.02%
11,689
-1,300
770
$402K 0.02%
15,882
+1,095
771
$400K 0.02%
15,238
-2,071
772
$400K 0.02%
46,060
+33,310
773
$400K 0.02%
8,352
-5,962
774
$397K 0.02%
10,067
-2,199
775
$397K 0.02%
24,813
-97
29 30
31
32 33