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
1051
$227K 0.01%
14,250
1052
$227K 0.01%
31,549
+8,001
1053
$227K 0.01%
14,951
1054
$227K 0.01%
7,240
+2,682
1055
$227K 0.01%
+49,985
1056
$226K 0.01%
6,578
+652
1057
$226K 0.01%
24,501
1058
$225K 0.01%
1,107
+143
1059
$225K 0.01%
5,136
+2,232
1060
$225K 0.01%
2,299
+67
1061
$224K 0.01%
6,475
+132
1062
$223K 0.01%
5,348
-657
1063
$223K 0.01%
9,952
-1,339
1064
$222K 0.01%
8,821
-550
1065
$222K 0.01%
28,669
+2,765
1066
$222K 0.01%
4,740
+33
1067
$222K 0.01%
1,829
-65
1068
$221K 0.01%
17,092
-546
1069
$221K 0.01%
18,697
1070
$221K 0.01%
4,390
+36
1071
$220K 0.01%
4,583
-154
1072
$220K 0.01%
2,115
-387
1073
$220K 0.01%
25,433
+21,175
1074
$219K 0.01%
10,476
-3,389
1075
$219K 0.01%
6,116
-918
41 42
43
44 45