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
1651
$80K ﹤0.01%
3,155
1652
$80K ﹤0.01%
3,359
+8
1653
$80K ﹤0.01%
855
-382
1654
$80K ﹤0.01%
1,717
-68
1655
$80K ﹤0.01%
+2,000
1656
$79K ﹤0.01%
1,292
+34
1657
$79K ﹤0.01%
4,000
1658
$79K ﹤0.01%
1,789
+712
1659
$79K ﹤0.01%
3,334
+3
1660
$79K ﹤0.01%
3,600
-438
1661
$78K ﹤0.01%
5,389
+785
1662
$78K ﹤0.01%
2,210
+163
1663
$78K ﹤0.01%
9,470
+1,880
1664
$78K ﹤0.01%
3,643
+732
1665
$78K ﹤0.01%
2,383
-107
1666
$78K ﹤0.01%
16,738
+6,102
1667
$77K ﹤0.01%
866
+111
1668
$77K ﹤0.01%
3,840
+1,392
1669
$77K ﹤0.01%
2,201
-604
1670
$77K ﹤0.01%
1,040
-69
1671
$77K ﹤0.01%
1,146
-20
1672
$77K ﹤0.01%
1,672
+111
1673
$77K ﹤0.01%
3,908
-1,480
1674
$77K ﹤0.01%
3,528
-16
1675
$76K ﹤0.01%
7,020
-950
65 66
67
68 69