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
1101
$209K 0.01%
11,277
-958
1102
$209K 0.01%
3,504
-11,150
1103
$208K 0.01%
6,948
+832
1104
$208K 0.01%
15,881
-1,440
1105
$208K 0.01%
3,348
-8
1106
$207K 0.01%
+1,612
1107
$206K 0.01%
5,074
+2,940
1108
$206K 0.01%
57,784
-10,398
1109
$206K 0.01%
3,262
+3,032
1110
$205K 0.01%
9,362
+62
1111
$205K 0.01%
8,812
-200
1112
$203K 0.01%
8,511
+729
1113
$203K 0.01%
3,143
1114
$202K 0.01%
2,113
1115
$202K 0.01%
20,000
1116
$201K 0.01%
1,840
+327
1117
$201K 0.01%
16,109
-2,340
1118
$201K 0.01%
3,837
+3,507
1119
$200K 0.01%
3,508
+204
1120
$200K 0.01%
20,000
1121
$200K 0.01%
12,289
+76
1122
$199K 0.01%
15,584
+180
1123
$199K 0.01%
4,577
+1,667
1124
$199K 0.01%
4,436
+750
1125
$199K 0.01%
6,492
-814
43 44
45
46 47