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
876
$318K 0.01%
10,236
+2,065
877
$318K 0.01%
5,075
+463
878
$316K 0.01%
3,656
-50
879
$315K 0.01%
5,646
+8
880
$314K 0.01%
12,489
-123
881
$314K 0.01%
24,920
-1,280
882
$313K 0.01%
5,744
-101
883
$312K 0.01%
12,010
-8,175
884
$311K 0.01%
9,314
-1,283
885
$310K 0.01%
91
+89
886
$308K 0.01%
14,593
+3,449
887
$307K 0.01%
5,317
-2,014
888
$307K 0.01%
7,541
-134
889
$306K 0.01%
1,893
-51
890
$305K 0.01%
14,332
-736
891
$302K 0.01%
27,732
-2,344
892
$302K 0.01%
9,320
+42
893
$302K 0.01%
7,627
-8,992
894
$301K 0.01%
21,414
-6,698
895
$301K 0.01%
12,560
+1,077
896
$300K 0.01%
12,371
-2,072
897
$299K 0.01%
10,530
+1,498
898
$299K 0.01%
10,551
-2,229
899
$298K 0.01%
219
+207
900
$298K 0.01%
4,139
+303
34 35
36
37 38