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
851
$337K 0.01%
13,420
852
$335K 0.01%
8,878
+1,467
853
$335K 0.01%
21,520
+53
854
$334K 0.01%
3,725
+390
855
$334K 0.01%
11,206
-10,533
856
$334K 0.01%
7,363
+320
857
$333K 0.01%
5,256
+3,151
858
$333K 0.01%
7,749
+1,623
859
$329K 0.01%
2,522
-33
860
$329K 0.01%
23,446
+645
861
$329K 0.01%
31,468
+4,493
862
$329K 0.01%
8,335
+1,783
863
$328K 0.01%
3,092
-208
864
$328K 0.01%
19,629
+3,840
865
$328K 0.01%
2,246
+69
866
$328K 0.01%
5,782
-98
867
$327K 0.01%
11,714
+7,261
868
$327K 0.01%
18,500
869
$326K 0.01%
11,666
+309
870
$324K 0.01%
7,044
-3,191
871
$323K 0.01%
6,067
-3,293
872
$322K 0.01%
11,829
+7,540
873
$321K 0.01%
2,223
+2,020
874
$320K 0.01%
3,620
+108
875
$319K 0.01%
+10,101
33 34
35
36 37