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
801
$374K 0.02%
48,390
+2,013
802
$373K 0.02%
10,535
-2,288
803
$372K 0.02%
27,677
+1,014
804
$372K 0.02%
49,173
-20,475
805
$372K 0.02%
8,828
+256
806
$372K 0.02%
10,470
-20,770
807
$372K 0.02%
10,694
+80
808
$372K 0.02%
21,469
+16,453
809
$370K 0.02%
16,636
810
$368K 0.02%
9,542
-1,700
811
$367K 0.02%
4,607
+135
812
$366K 0.02%
24,552
-7,450
813
$365K 0.02%
3,287
+351
814
$365K 0.02%
4,127
-2,206
815
$361K 0.02%
30,721
816
$359K 0.02%
25,687
+19,810
817
$359K 0.02%
10,039
-3,624
818
$358K 0.02%
+13,602
819
$357K 0.02%
6,161
-995
820
$356K 0.02%
7,640
+478
821
$355K 0.02%
5,750
+4,266
822
$355K 0.02%
14,132
+1,585
823
$355K 0.02%
26,425
-1,483
824
$355K 0.02%
6,791
-65
825
$355K 0.02%
4,251
-200
31 32
33
34 35