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
951
$273K 0.01%
31,709
+5,610
952
$272K 0.01%
1,222
-1
953
$272K 0.01%
12,281
-3,365
954
$272K 0.01%
3,862
+829
955
$272K 0.01%
5,587
-413
956
$270K 0.01%
+11,450
957
$270K 0.01%
5,569
958
$270K 0.01%
8,816
-23
959
$270K 0.01%
2,748
-314
960
$270K 0.01%
8,909
-12,626
961
$268K 0.01%
2,015
-121
962
$268K 0.01%
6,928
+267
963
$267K 0.01%
5,233
-2,284
964
$267K 0.01%
12,180
-1,329
965
$267K 0.01%
4,000
+2,000
966
$267K 0.01%
2,139
+391
967
$265K 0.01%
2,798
-17
968
$265K 0.01%
38,923
-2,588
969
$265K 0.01%
8,176
-580
970
$265K 0.01%
27,582
+5,000
971
$265K 0.01%
5,635
+1,876
972
$264K 0.01%
573
+16
973
$263K 0.01%
5,548
+101
974
$263K 0.01%
5,405
+876
975
$263K 0.01%
10,550
-475
37 38
39
40 41