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
1001
$247K 0.01%
3,766
+3,183
1002
$245K 0.01%
5
+4
1003
$245K 0.01%
17,238
+157
1004
$245K 0.01%
5,289
-832
1005
$245K 0.01%
11,420
-55
1006
$244K 0.01%
6,423
-465
1007
$243K 0.01%
11,882
+4
1008
$243K 0.01%
15,581
-810
1009
$243K 0.01%
12,977
-1,590
1010
$242K 0.01%
2,932
-5,807
1011
$242K 0.01%
9,455
-2,808
1012
$241K 0.01%
11,708
+15
1013
$241K 0.01%
6,158
-172
1014
$241K 0.01%
7,546
+453
1015
$241K 0.01%
5,605
-178
1016
$240K 0.01%
6,695
-160
1017
$239K 0.01%
5,667
-417
1018
$239K 0.01%
7,440
+5,405
1019
$239K 0.01%
5,451
+2,220
1020
$238K 0.01%
21,392
+552
1021
$236K 0.01%
4,074
+1,002
1022
$236K 0.01%
3,755
+214
1023
$235K 0.01%
23,641
-1,008
1024
$234K 0.01%
4,085
-1,106
1025
$234K 0.01%
5,864
-254
39 40
41
42 43