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
1451
$114K ﹤0.01%
910
+6
1452
$114K ﹤0.01%
933
+63
1453
$114K ﹤0.01%
1,176
+176
1454
$114K ﹤0.01%
2,609
-367
1455
$114K ﹤0.01%
4,898
-1,715
1456
$113K ﹤0.01%
2,334
+280
1457
$113K ﹤0.01%
2,189
+739
1458
$112K ﹤0.01%
2,154
+265
1459
$112K ﹤0.01%
1,317
+84
1460
$112K ﹤0.01%
8,285
1461
$112K ﹤0.01%
5,160
1462
$112K ﹤0.01%
7,194
+629
1463
$112K ﹤0.01%
4,081
+2
1464
$112K ﹤0.01%
6,983
1465
$111K ﹤0.01%
2,875
+2,824
1466
$111K ﹤0.01%
3,163
-92
1467
$111K ﹤0.01%
1,500
1468
$111K ﹤0.01%
7,305
+790
1469
$111K ﹤0.01%
5,419
+3,369
1470
$110K ﹤0.01%
+3,914
1471
$110K ﹤0.01%
3,513
+2,512
1472
$110K ﹤0.01%
4,435
1473
$109K ﹤0.01%
1,104
1474
$109K ﹤0.01%
1,740
-77
1475
$109K ﹤0.01%
2,862
57 58
59
60 61