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
1176
$181K 0.01%
2,065
+637
1177
$181K 0.01%
1,945
-6
1178
$181K 0.01%
6,542
+36
1179
$180K 0.01%
8,288
+544
1180
$180K 0.01%
7,308
+2,817
1181
$180K 0.01%
2,667
-2
1182
$180K 0.01%
4,255
+381
1183
$180K 0.01%
10,612
-36
1184
$180K 0.01%
7,278
-2,223
1185
$179K 0.01%
29,098
+12,122
1186
$179K 0.01%
492
+471
1187
$179K 0.01%
7,400
-4,205
1188
$178K 0.01%
9,724
+2,272
1189
$178K 0.01%
6,605
+437
1190
$178K 0.01%
6,030
-1,379
1191
$177K 0.01%
16,192
+344
1192
$177K 0.01%
1,334
+609
1193
$177K 0.01%
4,567
-198
1194
$176K 0.01%
17,478
-5,817
1195
$176K 0.01%
5,884
-262
1196
$176K 0.01%
14,333
+4,433
1197
$176K 0.01%
3,542
-19
1198
$176K 0.01%
6,024
-668
1199
$176K 0.01%
24,582
+4,657
1200
$176K 0.01%
19,546
46 47
48
49 50