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
1151
$190K 0.01%
19,065
-1,410
1152
$190K 0.01%
3,443
+2,800
1153
$189K 0.01%
385
+96
1154
$188K 0.01%
1,488
-46
1155
$188K 0.01%
14,686
+1,226
1156
$188K 0.01%
10,877
1157
$187K 0.01%
1,662
+478
1158
$187K 0.01%
14,210
-1,630
1159
$186K 0.01%
14,311
-196
1160
$186K 0.01%
4,011
+654
1161
$186K 0.01%
3,175
+475
1162
$186K 0.01%
3,164
+915
1163
$186K 0.01%
4,025
1164
$185K 0.01%
10,000
+3,368
1165
$185K 0.01%
3,325
+3,125
1166
$184K 0.01%
23,033
+1,869
1167
$184K 0.01%
6,911
+6,734
1168
$184K 0.01%
6,179
-37
1169
$183K 0.01%
1,353
+177
1170
$183K 0.01%
4,900
+31
1171
$183K 0.01%
10,799
+470
1172
$183K 0.01%
2,343
+39
1173
$182K 0.01%
9,921
+149
1174
$182K 0.01%
5,402
+4,155
1175
$182K 0.01%
4,021
-829
45 46
47
48 49