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
1526
$98K ﹤0.01%
75
1527
$98K ﹤0.01%
541
+65
1528
$98K ﹤0.01%
1,611
1529
$98K ﹤0.01%
1,491
+134
1530
$97K ﹤0.01%
1,583
+10
1531
$96K ﹤0.01%
1,875
-202
1532
$96K ﹤0.01%
12,855
+6,354
1533
$96K ﹤0.01%
+13,589
1534
$96K ﹤0.01%
+5,183
1535
$96K ﹤0.01%
3,034
-168
1536
$96K ﹤0.01%
2,865
+109
1537
$95K ﹤0.01%
1,607
+95
1538
$95K ﹤0.01%
5,519
-3,624
1539
$95K ﹤0.01%
1,060
+199
1540
$95K ﹤0.01%
1,132
+23
1541
$95K ﹤0.01%
17,236
+174
1542
$95K ﹤0.01%
2,074
+205
1543
$95K ﹤0.01%
778
+100
1544
$95K ﹤0.01%
4,012
+3,266
1545
$94K ﹤0.01%
1,433
-1,446
1546
$94K ﹤0.01%
8,535
1547
$94K ﹤0.01%
1,945
+65
1548
$94K ﹤0.01%
1,138
+90
1549
$94K ﹤0.01%
1,493
+1,078
1550
$94K ﹤0.01%
2,779
60 61
62
63 64