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
1601
$86K ﹤0.01%
806
+6
1602
$86K ﹤0.01%
968
-187
1603
$86K ﹤0.01%
1,762
-15
1604
$86K ﹤0.01%
5,948
-200
1605
$86K ﹤0.01%
4,438
1606
$86K ﹤0.01%
1,586
+175
1607
$86K ﹤0.01%
1,938
+594
1608
$86K ﹤0.01%
6,839
1609
$86K ﹤0.01%
5,855
+1,820
1610
$86K ﹤0.01%
912
+66
1611
$85K ﹤0.01%
1,444
-550
1612
$85K ﹤0.01%
5,990
-2,510
1613
$85K ﹤0.01%
628
+433
1614
$85K ﹤0.01%
1,381
+59
1615
$85K ﹤0.01%
6,343
-183
1616
$85K ﹤0.01%
2,681
1617
$85K ﹤0.01%
1,801
1618
$85K ﹤0.01%
1,400
1619
$84K ﹤0.01%
5,290
+264
1620
$84K ﹤0.01%
1,333
-250
1621
$84K ﹤0.01%
1,604
1622
$84K ﹤0.01%
4,000
1623
$84K ﹤0.01%
3,199
-86
1624
$83K ﹤0.01%
1,202
-407
1625
$83K ﹤0.01%
5,567
+2,278
63 64
65
66 67