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
1026
$234K 0.01%
8,020
-64
1027
$234K 0.01%
3,854
+332
1028
$233K 0.01%
234
-5
1029
$232K 0.01%
6,836
+3,030
1030
$232K 0.01%
9,805
+1,966
1031
$232K 0.01%
2,730
+200
1032
$232K 0.01%
1,470
+106
1033
$232K 0.01%
2,580
+207
1034
$232K 0.01%
3,079
+392
1035
$231K 0.01%
6,150
1036
$231K 0.01%
1,553
-645
1037
$231K 0.01%
6,384
-4,372
1038
$231K 0.01%
4,095
-32,606
1039
$231K 0.01%
7,850
1040
$230K 0.01%
1,906
+1,594
1041
$230K 0.01%
6,074
-12,997
1042
$229K 0.01%
3,051
1043
$229K 0.01%
3,661
-2,542
1044
$229K 0.01%
2,815
+20
1045
$229K 0.01%
9,638
+8,367
1046
$228K 0.01%
3,021
-715
1047
$228K 0.01%
10,912
-16
1048
$228K 0.01%
13,381
-10,792
1049
$227K 0.01%
20,452
+9,123
1050
$227K 0.01%
20,194
+2,301
40 41
42
43 44