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
1676
$76K ﹤0.01%
8,049
+1,534
1677
$76K ﹤0.01%
4,050
-6,250
1678
$76K ﹤0.01%
888
+100
1679
$76K ﹤0.01%
1,680
+914
1680
$76K ﹤0.01%
440
+419
1681
$76K ﹤0.01%
1,482
1682
$76K ﹤0.01%
2,280
+464
1683
$76K ﹤0.01%
281
-3
1684
$76K ﹤0.01%
88
-1
1685
$76K ﹤0.01%
1,171
+41
1686
$75K ﹤0.01%
2,711
-300
1687
$75K ﹤0.01%
979
-51
1688
$75K ﹤0.01%
2,675
-1,100
1689
$75K ﹤0.01%
+2,900
1690
$74K ﹤0.01%
2,515
-1,475
1691
$74K ﹤0.01%
3,928
+245
1692
$74K ﹤0.01%
4,502
1693
$74K ﹤0.01%
2,113
+50
1694
$74K ﹤0.01%
5,792
+920
1695
$74K ﹤0.01%
1,521
+15
1696
$74K ﹤0.01%
2,890
1697
$73K ﹤0.01%
904
-16
1698
$73K ﹤0.01%
3,365
1699
$73K ﹤0.01%
1,819
+1,569
1700
$73K ﹤0.01%
646
+281
66 67
68
69 70