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
976
$261K 0.01%
31,350
+3,350
977
$261K 0.01%
4,053
978
$260K 0.01%
20,524
+120
979
$259K 0.01%
13,729
+373
980
$258K 0.01%
12,310
+3,395
981
$257K 0.01%
7,017
-1,145
982
$257K 0.01%
2,965
-1,157
983
$257K 0.01%
4,789
+245
984
$256K 0.01%
4,724
-201
985
$254K 0.01%
6,006
+5,906
986
$254K 0.01%
25,544
+173
987
$254K 0.01%
3,939
-135
988
$252K 0.01%
9,077
+2,114
989
$252K 0.01%
+3,000
990
$252K 0.01%
5,106
+526
991
$252K 0.01%
10,264
+4,305
992
$252K 0.01%
9,880
+9,796
993
$251K 0.01%
7,557
-30
994
$250K 0.01%
28,768
-14,305
995
$250K 0.01%
4,999
-86
996
$250K 0.01%
1,495
+41
997
$249K 0.01%
13,290
-1,554
998
$249K 0.01%
20,982
-5,988
999
$248K 0.01%
13,170
-273
1000
$247K 0.01%
6,214
+139
38 39
40
41 42