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
1276
$152K 0.01%
1,456
+331
1277
$152K 0.01%
2,974
-204
1278
$152K 0.01%
2,890
-456
1279
$151K 0.01%
120
+50
1280
$151K 0.01%
625
+98
1281
$151K 0.01%
5,175
+469
1282
$150K 0.01%
18,535
-13,875
1283
$150K 0.01%
1,672
-102
1284
$150K 0.01%
5,180
-509
1285
$150K 0.01%
8,093
-79
1286
$150K 0.01%
11,394
1287
$149K 0.01%
4,526
-24,302
1288
$149K 0.01%
8,540
1289
$149K 0.01%
117
-7
1290
$149K 0.01%
7,836
+239
1291
$148K 0.01%
6,467
-850
1292
$148K 0.01%
10,797
1293
$147K 0.01%
1,658
+34
1294
$147K 0.01%
3,050
-5,392
1295
$146K 0.01%
3,143
-1,792
1296
$146K 0.01%
5,905
+91
1297
$146K 0.01%
899
-263
1298
$146K 0.01%
7,740
-31,075
1299
$145K 0.01%
12,712
+15
1300
$145K 0.01%
7,258
50 51
52
53 54