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
1726
$71K ﹤0.01%
1,466
-280
1727
$70K ﹤0.01%
2,662
+847
1728
$70K ﹤0.01%
1,860
1729
$70K ﹤0.01%
1,158
-14,695
1730
$70K ﹤0.01%
1,243
+124
1731
$70K ﹤0.01%
1,536
-99
1732
$70K ﹤0.01%
13,632
1733
$70K ﹤0.01%
738
+166
1734
$70K ﹤0.01%
765
+155
1735
$70K ﹤0.01%
2,489
-305
1736
$70K ﹤0.01%
45,432
+4,915
1737
$69K ﹤0.01%
4,530
+8
1738
$69K ﹤0.01%
3,157
+269
1739
$69K ﹤0.01%
1,800
1740
$69K ﹤0.01%
2,756
1741
$69K ﹤0.01%
1,089
-1,884
1742
$69K ﹤0.01%
8,990
+500
1743
$69K ﹤0.01%
2,838
+215
1744
$69K ﹤0.01%
1,078
1745
$69K ﹤0.01%
2,469
+254
1746
$69K ﹤0.01%
1,165
-62
1747
$69K ﹤0.01%
1,183
-29
1748
$68K ﹤0.01%
809
1749
$68K ﹤0.01%
1,845
+558
1750
$68K ﹤0.01%
1,845
68 69
70
71 72