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
1076
$219K 0.01%
8,190
1077
$219K 0.01%
2,843
+607
1078
$218K 0.01%
7,281
+4
1079
$218K 0.01%
14,638
-13,920
1080
$218K 0.01%
7,985
+4,060
1081
$218K 0.01%
1,998
-804
1082
$218K 0.01%
1,978
+87
1083
$218K 0.01%
3,473
-2,422
1084
$217K 0.01%
3,521
-77
1085
$217K 0.01%
16,676
1086
$216K 0.01%
4,741
-698
1087
$216K 0.01%
6,563
-805
1088
$216K 0.01%
3,872
-2,572
1089
$216K 0.01%
31,721
+920
1090
$215K 0.01%
3,137
+386
1091
$215K 0.01%
10,178
+8
1092
$215K 0.01%
4,497
-8,112
1093
$215K 0.01%
2,030
+257
1094
$215K 0.01%
3,844
1095
$213K 0.01%
13,612
+1,557
1096
$213K 0.01%
2,317
-54
1097
$213K 0.01%
16,823
-192
1098
$212K 0.01%
4,318
-180
1099
$210K 0.01%
14,612
+3,735
1100
$210K 0.01%
8,178
42 43
44
45 46