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
826
$353K 0.02%
10,119
-188
827
$351K 0.01%
13,788
+8,911
828
$350K 0.01%
+6,418
829
$349K 0.01%
4,236
-500
830
$349K 0.01%
4,992
-378
831
$349K 0.01%
31,109
+9,079
832
$348K 0.01%
27,860
+4,220
833
$347K 0.01%
11,092
+1,157
834
$347K 0.01%
11,541
+752
835
$345K 0.01%
11,304
+10,800
836
$345K 0.01%
4,404
+770
837
$343K 0.01%
17,372
+1,984
838
$343K 0.01%
23,490
-1,530
839
$342K 0.01%
22,508
-1,830
840
$342K 0.01%
12,222
-24,614
841
$341K 0.01%
14,406
-1,376
842
$341K 0.01%
15,038
+3,172
843
$341K 0.01%
11,434
-17,949
844
$341K 0.01%
23,336
+12,305
845
$340K 0.01%
3,002
-33
846
$340K 0.01%
3,639
+592
847
$339K 0.01%
9,685
-1,252
848
$339K 0.01%
9,879
+229
849
$338K 0.01%
2,669
+101
850
$338K 0.01%
3,231
+2,607
32 33
34
35 36