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
1501
$103K ﹤0.01%
7,738
-1,587
1502
$103K ﹤0.01%
2,896
+604
1503
$103K ﹤0.01%
4,553
+211
1504
$103K ﹤0.01%
9,500
1505
$103K ﹤0.01%
5,080
+1,500
1506
$103K ﹤0.01%
2,825
-40,899
1507
$102K ﹤0.01%
7,693
-8,311
1508
$102K ﹤0.01%
1,569
-9,282
1509
$102K ﹤0.01%
3,601
1510
$102K ﹤0.01%
5,564
-779
1511
$101K ﹤0.01%
1,405
1512
$101K ﹤0.01%
+2,149
1513
$101K ﹤0.01%
2,989
-265
1514
$101K ﹤0.01%
404
-312
1515
$101K ﹤0.01%
496
-64
1516
$101K ﹤0.01%
8,550
1517
$101K ﹤0.01%
9,997
+4,997
1518
$101K ﹤0.01%
2,317
+384
1519
$101K ﹤0.01%
7,819
1520
$100K ﹤0.01%
1,947
-30
1521
$100K ﹤0.01%
1,664
-4
1522
$100K ﹤0.01%
5,143
1523
$99K ﹤0.01%
5,170
1524
$99K ﹤0.01%
9,678
+849
1525
$99K ﹤0.01%
3,600
+322
59 60
61
62 63