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
901
$298K 0.01%
22,140
+2,017
902
$297K 0.01%
9,409
-453
903
$297K 0.01%
7,727
-51,636
904
$297K 0.01%
17,000
-300
905
$296K 0.01%
2,322
-585
906
$295K 0.01%
8,722
+94
907
$295K 0.01%
12,723
+2,934
908
$295K 0.01%
28,349
-1,629
909
$295K 0.01%
9,716
+196
910
$295K 0.01%
16,058
+5,743
911
$294K 0.01%
8,374
+7,844
912
$293K 0.01%
42,373
+7,107
913
$293K 0.01%
+4,414
914
$293K 0.01%
5,664
-5,079
915
$293K 0.01%
2,918
+2,060
916
$291K 0.01%
5,215
+36
917
$291K 0.01%
13,850
918
$290K 0.01%
5,519
+452
919
$289K 0.01%
5,680
-871
920
$287K 0.01%
24,235
-500
921
$287K 0.01%
18,031
-3,386
922
$287K 0.01%
4,498
+103
923
$287K 0.01%
21,982
+232
924
$286K 0.01%
8,264
-499
925
$286K 0.01%
10,037
+630
35 36
37
38 39