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
1701
$73K ﹤0.01%
1,832
+328
1702
$73K ﹤0.01%
4,042
+3
1703
$73K ﹤0.01%
1,678
+1,392
1704
$73K ﹤0.01%
1,350
+428
1705
$73K ﹤0.01%
985
-620
1706
$73K ﹤0.01%
923
+359
1707
$73K ﹤0.01%
1,905
-148
1708
$73K ﹤0.01%
1,440
+445
1709
$72K ﹤0.01%
3,920
+2,000
1710
$72K ﹤0.01%
2,352
+2,000
1711
$72K ﹤0.01%
1,129
1712
$72K ﹤0.01%
2,250
+1,920
1713
$72K ﹤0.01%
667
+142
1714
$72K ﹤0.01%
3,328
+583
1715
$71K ﹤0.01%
4,518
-685
1716
$71K ﹤0.01%
897
-238
1717
$71K ﹤0.01%
4,513
1718
$71K ﹤0.01%
831
+335
1719
$71K ﹤0.01%
1,510
1720
$71K ﹤0.01%
1,658
+410
1721
$71K ﹤0.01%
2,055
-663
1722
$71K ﹤0.01%
822
1723
$71K ﹤0.01%
+7,000
1724
$71K ﹤0.01%
3,739
-332
1725
$71K ﹤0.01%
2,819
+1,168
67 68
69
70 71