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
1626
$83K ﹤0.01%
998
+370
1627
$83K ﹤0.01%
650
-241
1628
$83K ﹤0.01%
5,483
1629
$83K ﹤0.01%
1,656
+6
1630
$83K ﹤0.01%
2,670
+387
1631
$82K ﹤0.01%
1,256
-2,153
1632
$82K ﹤0.01%
8,168
1633
$82K ﹤0.01%
2,736
-125
1634
$82K ﹤0.01%
2,948
+2,653
1635
$82K ﹤0.01%
2,701
-5,170
1636
$82K ﹤0.01%
5,347
+3,333
1637
$82K ﹤0.01%
11,335
+5,335
1638
$81K ﹤0.01%
876
+24
1639
$81K ﹤0.01%
847
+22
1640
$81K ﹤0.01%
5,421
+78
1641
$81K ﹤0.01%
4,649
1642
$81K ﹤0.01%
+30,000
1643
$81K ﹤0.01%
1,121
-5,353
1644
$80K ﹤0.01%
+2,814
1645
$80K ﹤0.01%
6,400
1646
$80K ﹤0.01%
3,289
+234
1647
$80K ﹤0.01%
736
+41
1648
$80K ﹤0.01%
2,787
+836
1649
$80K ﹤0.01%
5,331
+800
1650
$80K ﹤0.01%
2,606
+1,062
64 65
66
67 68