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
1401
$124K 0.01%
16,463
1402
$124K 0.01%
3,260
+868
1403
$124K 0.01%
800
+81
1404
$124K 0.01%
1,235
-288
1405
$123K 0.01%
1,769
-225
1406
$123K 0.01%
2,898
+10
1407
$123K 0.01%
9,205
-1,225
1408
$123K 0.01%
5,205
+105
1409
$123K 0.01%
11,320
+720
1410
$123K 0.01%
5,697
+722
1411
$123K 0.01%
2,801
+1,335
1412
$122K 0.01%
3,099
-93
1413
$122K 0.01%
5,646
+502
1414
$122K 0.01%
959
+380
1415
$122K 0.01%
8,016
+4
1416
$122K 0.01%
1,601
1417
$122K 0.01%
35,980
1418
$121K 0.01%
+4,785
1419
$121K 0.01%
1,321
-733
1420
$121K 0.01%
2,646
-165
1421
$120K 0.01%
2,685
+372
1422
$120K 0.01%
11,306
+9,078
1423
$120K 0.01%
3,088
-121
1424
$120K 0.01%
3,972
+3,930
1425
$119K 0.01%
6,831
+6,776
55 56
57
58 59