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
101
$5.16M 0.22%
104,868
+20,843
102
$5.08M 0.22%
43,018
+747
103
$5.04M 0.21%
111,000
-28,700
104
$4.97M 0.21%
89,272
-3,651
105
$4.91M 0.21%
102,068
+16,809
106
$4.9M 0.21%
55,468
-19,033
107
$4.84M 0.21%
26,106
+463
108
$4.56M 0.19%
48,104
+6,132
109
$4.53M 0.19%
56,624
+2,521
110
$4.51M 0.19%
402,830
+50,770
111
$4.51M 0.19%
154,062
-24,605
112
$4.42M 0.19%
39,988
+1,430
113
$4.42M 0.19%
82,623
+11,448
114
$4.29M 0.18%
40,885
+1,409
115
$4.26M 0.18%
119,088
-481
116
$4.25M 0.18%
32,916
+87
117
$4.25M 0.18%
57,184
-27,442
118
$4.24M 0.18%
105,372
+3,786
119
$4.23M 0.18%
36,036
+1,726
120
$4.22M 0.18%
16,433
+950
121
$4.2M 0.18%
155,095
+27,769
122
$4.18M 0.18%
19,602
+10,012
123
$4.18M 0.18%
36,832
-5,007
124
$4.13M 0.17%
33,563
+1,589
125
$4.11M 0.17%
364,111
-14,466
3 4
5
6 7