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
1326
$140K 0.01%
4,640
-20
1327
$140K 0.01%
24,865
+43
1328
$140K 0.01%
3,114
+1,266
1329
$139K 0.01%
2,139
+281
1330
$139K 0.01%
4,441
1331
$139K 0.01%
1,145
+502
1332
$139K 0.01%
3,862
+50
1333
$138K 0.01%
683
+139
1334
$138K 0.01%
1,824
-598
1335
$137K 0.01%
6,014
-3,293
1336
$137K 0.01%
8,484
1337
$137K 0.01%
5,370
1338
$137K 0.01%
12,399
+2,184
1339
$137K 0.01%
9,112
-440
1340
$137K 0.01%
9,985
1341
$136K 0.01%
2,340
1342
$136K 0.01%
4,669
+4,634
1343
$136K 0.01%
1,312
+379
1344
$136K 0.01%
5,033
+1,431
1345
$136K 0.01%
2,516
+157
1346
$136K 0.01%
2,881
-58
1347
$136K 0.01%
8,069
1348
$136K 0.01%
8,800
+1,864
1349
$136K 0.01%
4,577
+592
1350
$136K 0.01%
5,556
52 53
54
55 56