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
776
$396K 0.02%
2,382
+250
777
$395K 0.02%
26,383
-2,758
778
$395K 0.02%
2,809
-143
779
$394K 0.02%
15,451
+8,690
780
$393K 0.02%
8,674
+3,141
781
$393K 0.02%
19,738
-6,355
782
$393K 0.02%
9,167
-4,749
783
$392K 0.02%
2,720
+135
784
$391K 0.02%
6,065
-6,843
785
$390K 0.02%
2,357
-53
786
$389K 0.02%
3,495
-472
787
$387K 0.02%
30,094
-12,851
788
$387K 0.02%
22,296
-2,502
789
$386K 0.02%
21,450
-3,567
790
$384K 0.02%
2,296
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791
$383K 0.02%
11,731
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792
$378K 0.02%
8,862
-252
793
$378K 0.02%
7,279
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794
$378K 0.02%
7,350
+714
795
$377K 0.02%
5,899
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796
$376K 0.02%
4,821
+305
797
$376K 0.02%
15,660
-200
798
$375K 0.02%
2,998
+71
799
$375K 0.02%
9,721
-115
800
$375K 0.02%
16,596
-8,773
30 31
32
33 34