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
1551
$94K ﹤0.01%
2,638
-1,728
1552
$93K ﹤0.01%
2,385
-38
1553
$93K ﹤0.01%
2,214
-400
1554
$93K ﹤0.01%
2,823
-10,000
1555
$93K ﹤0.01%
2,533
+227
1556
$93K ﹤0.01%
19
1557
$93K ﹤0.01%
3,920
-6
1558
$92K ﹤0.01%
33,240
-1,500
1559
$92K ﹤0.01%
4,986
-44
1560
$92K ﹤0.01%
3,795
1561
$92K ﹤0.01%
2,528
+706
1562
$92K ﹤0.01%
5,856
-1,236
1563
$91K ﹤0.01%
1,715
+377
1564
$91K ﹤0.01%
704
-2
1565
$91K ﹤0.01%
9,100
+640
1566
$91K ﹤0.01%
3,920
-87
1567
$91K ﹤0.01%
+5,658
1568
$90K ﹤0.01%
733
+35
1569
$90K ﹤0.01%
499
+193
1570
$90K ﹤0.01%
3,356
1571
$90K ﹤0.01%
1,368
-2,503
1572
$90K ﹤0.01%
4,892
+361
1573
$90K ﹤0.01%
6,061
1574
$90K ﹤0.01%
1,649
-1,188
1575
$90K ﹤0.01%
918
61 62
63
64 65