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
1126
$198K 0.01%
12,983
-385
1127
$198K 0.01%
11,379
-3,053
1128
$198K 0.01%
6,231
+714
1129
$198K 0.01%
5,562
+802
1130
$197K 0.01%
5,274
-45
1131
$197K 0.01%
5,226
-36,384
1132
$197K 0.01%
10,316
+15
1133
$195K 0.01%
2,972
+98
1134
$195K 0.01%
20,816
-6,336
1135
$195K 0.01%
5,439
-18,647
1136
$195K 0.01%
9,671
+48
1137
$195K 0.01%
6,928
+745
1138
$194K 0.01%
8,835
-6,043
1139
$194K 0.01%
19,249
1140
$193K 0.01%
3,182
-150
1141
$193K 0.01%
30,674
+7,202
1142
$193K 0.01%
8,640
+2,268
1143
$192K 0.01%
4,899
+4,184
1144
$192K 0.01%
2,062
+5
1145
$191K 0.01%
10,468
+4
1146
$191K 0.01%
11,473
-10,367
1147
$191K 0.01%
4,112
+538
1148
$191K 0.01%
3,053
+503
1149
$191K 0.01%
9,162
-4,005
1150
$190K 0.01%
14,700
44 45
46
47 48