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
1226
$166K 0.01%
13,992
-885
1227
$166K 0.01%
2,546
+249
1228
$166K 0.01%
1,504
1229
$166K 0.01%
6,800
1230
$166K 0.01%
3,502
-10
1231
$165K 0.01%
6,136
-8
1232
$164K 0.01%
6,196
+533
1233
$163K 0.01%
8,748
+185
1234
$163K 0.01%
3,838
+1,224
1235
$163K 0.01%
5,111
+607
1236
$163K 0.01%
5,825
1237
$163K 0.01%
5,541
-4,020
1238
$163K 0.01%
3,133
+1
1239
$163K 0.01%
6,552
+2,721
1240
$163K 0.01%
9,025
-798
1241
$162K 0.01%
1,297
+14
1242
$162K 0.01%
3,988
-529
1243
$162K 0.01%
4,247
+1,260
1244
$161K 0.01%
3,822
+6
1245
$161K 0.01%
6,394
-119
1246
$161K 0.01%
3,199
+246
1247
$161K 0.01%
1,871
-266
1248
$160K 0.01%
1,000
1249
$160K 0.01%
280
-76
1250
$160K 0.01%
6,069
+1,048
48 49
50
51 52