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
926
$286K 0.01%
20,714
+3,319
927
$286K 0.01%
32,684
-1,109
928
$286K 0.01%
8,887
+253
929
$285K 0.01%
19,171
-1,880
930
$285K 0.01%
5,612
+102
931
$284K 0.01%
18,530
+500
932
$284K 0.01%
8,561
+14
933
$282K 0.01%
12,912
+243
934
$282K 0.01%
21,556
-485
935
$281K 0.01%
2,750
+1,291
936
$280K 0.01%
3,902
+1
937
$280K 0.01%
+15,767
938
$280K 0.01%
12,864
+650
939
$280K 0.01%
3,776
+39
940
$278K 0.01%
5,344
+127
941
$278K 0.01%
15,996
+77
942
$277K 0.01%
1,549
-47
943
$277K 0.01%
14,535
+1,990
944
$277K 0.01%
4,469
+583
945
$276K 0.01%
2,973
-53
946
$275K 0.01%
8,550
+2,165
947
$275K 0.01%
6,717
-340
948
$275K 0.01%
10,987
+435
949
$274K 0.01%
13,580
-1,228
950
$274K 0.01%
23,705
+583
36 37
38
39 40