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
1201
$175K 0.01%
7,672
+2,117
1202
$175K 0.01%
1,913
+252
1203
$174K 0.01%
5,232
+1,822
1204
$174K 0.01%
3,158
+635
1205
$174K 0.01%
2,064
+275
1206
$174K 0.01%
3,568
+790
1207
$174K 0.01%
9,310
1208
$172K 0.01%
2,758
-1,842
1209
$172K 0.01%
20,873
-1,582
1210
$172K 0.01%
13,003
-3,241
1211
$171K 0.01%
1,699
+145
1212
$171K 0.01%
1,410
+21
1213
$170K 0.01%
11,236
+4,793
1214
$170K 0.01%
3,498
+629
1215
$169K 0.01%
5,975
-308
1216
$169K 0.01%
8,210
-40,700
1217
$169K 0.01%
1,259
+365
1218
$168K 0.01%
12,668
-79
1219
$168K 0.01%
3,080
+2
1220
$167K 0.01%
3,843
-56
1221
$167K 0.01%
2,510
-186
1222
$167K 0.01%
657
+148
1223
$167K 0.01%
2,358
-567
1224
$167K 0.01%
2,857
+1,593
1225
$167K 0.01%
5,725
+1,260
47 48
49
50 51