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
1301
$145K 0.01%
6,204
+3,512
1302
$145K 0.01%
2,259
+64
1303
$144K 0.01%
7,059
+813
1304
$144K 0.01%
1,146
+103
1305
$144K 0.01%
2,825
+1,577
1306
$144K 0.01%
9,884
+4,813
1307
$144K 0.01%
4,806
+211
1308
$144K 0.01%
4,185
-167
1309
$143K 0.01%
2,947
-42
1310
$143K 0.01%
2,869
+3
1311
$143K 0.01%
2,406
-13
1312
$143K 0.01%
5,890
+1,676
1313
$143K 0.01%
+8,775
1314
$142K 0.01%
10,939
-1,338
1315
$142K 0.01%
4,232
+89
1316
$142K 0.01%
3,272
-581
1317
$142K 0.01%
3,989
1318
$142K 0.01%
10,385
1319
$142K 0.01%
+3,235
1320
$141K 0.01%
1,208
+441
1321
$141K 0.01%
3,010
-1,810
1322
$141K 0.01%
1,646
+47
1323
$141K 0.01%
1,362
+174
1324
$140K 0.01%
2,704
-656
1325
$140K 0.01%
4,342
-11,705
51 52
53
54 55