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
1376
$131K 0.01%
10,236
1377
$131K 0.01%
7,156
-318
1378
$130K 0.01%
5,318
+1,722
1379
$130K 0.01%
9,253
-967
1380
$130K 0.01%
3,608
+35
1381
$130K 0.01%
10,102
+1,093
1382
$129K 0.01%
1,740
+213
1383
$129K 0.01%
1,349
-46
1384
$129K 0.01%
8,369
-55
1385
$128K 0.01%
1,432
-51
1386
$128K 0.01%
131
-6
1387
$128K 0.01%
2,224
1388
$128K 0.01%
5,501
+2,188
1389
$128K 0.01%
928
+183
1390
$127K 0.01%
189,240
1391
$127K 0.01%
1,068
-360
1392
$127K 0.01%
8,775
-3,000
1393
$127K 0.01%
4,240
-794
1394
$126K 0.01%
5,836
+750
1395
$125K 0.01%
2,077
+661
1396
$125K 0.01%
2,607
+172
1397
$125K 0.01%
4,592
+3,725
1398
$125K 0.01%
1,031
+98
1399
$125K 0.01%
8,217
1400
$125K 0.01%
4,864
54 55
56
57 58