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
1576
$90K ﹤0.01%
1,451
+25
1577
$89K ﹤0.01%
3,534
1578
$89K ﹤0.01%
3,741
+165
1579
$89K ﹤0.01%
3,335
+3,140
1580
$89K ﹤0.01%
6,285
1581
$89K ﹤0.01%
11,061
+459
1582
$89K ﹤0.01%
21,036
-1,650
1583
$89K ﹤0.01%
3,198
+3
1584
$89K ﹤0.01%
6,308
+346
1585
$89K ﹤0.01%
3,696
+1,536
1586
$89K ﹤0.01%
4,200
1587
$89K ﹤0.01%
6,779
+133
1588
$89K ﹤0.01%
1,013
+40
1589
$88K ﹤0.01%
1,844
-172
1590
$88K ﹤0.01%
3,633
-5,135
1591
$88K ﹤0.01%
3,463
1592
$88K ﹤0.01%
1,015
+56
1593
$88K ﹤0.01%
8,000
-1,500
1594
$88K ﹤0.01%
1,650
+754
1595
$87K ﹤0.01%
21,634
+3,343
1596
$87K ﹤0.01%
907
-207
1597
$87K ﹤0.01%
8,254
+1,494
1598
$87K ﹤0.01%
19,002
+61
1599
$87K ﹤0.01%
824
+47
1600
$87K ﹤0.01%
8,689
+1,160
62 63
64
65 66