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
76
$6.31M 0.27%
33,368
77
$6.23M 0.26%
112,515
-3,503
78
$6.22M 0.26%
67,115
-19,996
79
$6.19M 0.26%
82,686
+1,528
80
$6.16M 0.26%
51,119
+207
81
$6.15M 0.26%
55,144
+5,704
82
$6.11M 0.26%
183,331
-434
83
$6.06M 0.26%
119,070
-7,619
84
$6.04M 0.26%
103,585
+10,744
85
$5.85M 0.25%
39,755
-603
86
$5.83M 0.25%
18,358
-6,841
87
$5.77M 0.24%
228,882
+4,779
88
$5.62M 0.24%
52,298
-1,633
89
$5.62M 0.24%
41,436
+602
90
$5.59M 0.24%
60,352
+4,226
91
$5.57M 0.24%
91,132
-1,593
92
$5.54M 0.23%
158,040
-4,572
93
$5.48M 0.23%
113,781
+17,618
94
$5.47M 0.23%
132,229
+60,220
95
$5.45M 0.23%
78,734
+4,790
96
$5.4M 0.23%
267,916
+12,459
97
$5.39M 0.23%
42,221
+3,523
98
$5.31M 0.23%
37,254
-121
99
$5.3M 0.22%
40,852
-6,161
100
$5.17M 0.22%
35,059
+1,953
2 3
4
5 6