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
126
$4.05M 0.17%
37,216
-382
127
$4.04M 0.17%
323,506
+236,692
128
$4.01M 0.17%
220,434
-438
129
$3.96M 0.17%
33,776
+2
130
$3.94M 0.17%
14,177
-2,594
131
$3.92M 0.17%
27,831
+3,702
132
$3.83M 0.16%
67,590
-1,084
133
$3.83M 0.16%
69,142
+3,099
134
$3.79M 0.16%
76,459
+805
135
$3.79M 0.16%
37,407
+3,676
136
$3.79M 0.16%
137,232
+94,456
137
$3.79M 0.16%
74,798
+9,658
138
$3.76M 0.16%
51,871
+357
139
$3.73M 0.16%
21,678
-1,993
140
$3.72M 0.16%
67,663
-7,756
141
$3.7M 0.16%
76,126
-1,889
142
$3.69M 0.16%
70,080
-6,116
143
$3.68M 0.16%
73,328
+2,741
144
$3.67M 0.16%
94,320
-920
145
$3.67M 0.16%
53,829
+5,199
146
$3.67M 0.16%
40,886
+12,299
147
$3.63M 0.15%
22,667
+1,062
148
$3.58M 0.15%
78,930
+340
149
$3.58M 0.15%
83,206
+27,297
150
$3.54M 0.15%
76,442
+2,473
4 5
6
7 8