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
1351
$135K 0.01%
9,415
1352
$135K 0.01%
13,400
1353
$135K 0.01%
7,812
-184
1354
$135K 0.01%
23,841
+15,519
1355
$135K 0.01%
1,808
+988
1356
$135K 0.01%
7,759
-28
1357
$134K 0.01%
7,415
1358
$134K 0.01%
4,880
+3,674
1359
$134K 0.01%
5,361
+206
1360
$134K 0.01%
4,884
+571
1361
$134K 0.01%
5,519
+4,469
1362
$133K 0.01%
8,080
+620
1363
$133K 0.01%
13,753
-1,263
1364
$133K 0.01%
3,196
-610
1365
$133K 0.01%
2,370
+170
1366
$132K 0.01%
1,512
-93
1367
$132K 0.01%
+9,573
1368
$132K 0.01%
5,657
-1,334
1369
$132K 0.01%
16,508
-450
1370
$132K 0.01%
2,984
+341
1371
$132K 0.01%
1,405
-1,705
1372
$132K 0.01%
16,055
-109
1373
$131K 0.01%
3,607
-57
1374
$131K 0.01%
16,101
-1,105
1375
$131K 0.01%
2,306
+854
53 54
55
56 57