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
1426
$119K 0.01%
3,990
-645
1427
$119K 0.01%
3,717
+152
1428
$118K 0.01%
+4,527
1429
$118K 0.01%
1,604
+166
1430
$118K 0.01%
10,193
+506
1431
$118K 0.01%
4,552
1432
$118K 0.01%
1,955
+345
1433
$118K 0.01%
8,927
+2,647
1434
$118K 0.01%
9,859
-860
1435
$118K 0.01%
1,856
-66
1436
$118K 0.01%
8,628
+1,014
1437
$118K 0.01%
1,080
+815
1438
$118K 0.01%
1,274
+13
1439
$118K 0.01%
4,018
1440
$118K 0.01%
922
-24,937
1441
$117K 0.01%
945
-115
1442
$117K 0.01%
1,748
-810
1443
$117K 0.01%
2,362
-1,000
1444
$116K ﹤0.01%
1,354
-255
1445
$116K ﹤0.01%
1,892
-2,437
1446
$116K ﹤0.01%
1,215
-6
1447
$115K ﹤0.01%
18,188
-521
1448
$115K ﹤0.01%
18,320
+2,005
1449
$115K ﹤0.01%
6,575
+17
1450
$115K ﹤0.01%
4,569
+457
56 57
58
59 60