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
151
$3.54M 0.15%
50,945
+2,266
152
$3.51M 0.15%
88,094
-12,744
153
$3.5M 0.15%
71,180
+2,900
154
$3.5M 0.15%
42,058
+3,385
155
$3.48M 0.15%
31,637
+477
156
$3.47M 0.15%
135,561
+55,987
157
$3.47M 0.15%
70,607
+7,276
158
$3.45M 0.15%
66,426
+3,601
159
$3.45M 0.15%
172,398
+101,355
160
$3.44M 0.15%
43,390
+2,341
161
$3.43M 0.15%
41,723
+6,623
162
$3.41M 0.14%
38,328
-18,426
163
$3.39M 0.14%
77,215
-1,472
164
$3.38M 0.14%
121,878
-49,692
165
$3.3M 0.14%
27,187
+3
166
$3.27M 0.14%
61,442
+2,687
167
$3.26M 0.14%
118,997
+19,757
168
$3.23M 0.14%
139,693
+4,783
169
$3.21M 0.14%
65,000
+14,490
170
$3.16M 0.13%
53,621
-4,370
171
$3.16M 0.13%
36,904
-1,932
172
$3.16M 0.13%
41,195
-1,025
173
$3.15M 0.13%
133,451
+54,091
174
$3.15M 0.13%
47,151
-5,069
175
$3.15M 0.13%
29,532
-40,502
5 6
7
8 9