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
1751
$68K ﹤0.01%
3,434
1752
$68K ﹤0.01%
970
+1
1753
$68K ﹤0.01%
3,161
-1,000
1754
$67K ﹤0.01%
1,498
-189
1755
$67K ﹤0.01%
2,021
+105
1756
$67K ﹤0.01%
289
-160
1757
$67K ﹤0.01%
2,903
-34
1758
$67K ﹤0.01%
1,347
1759
$67K ﹤0.01%
654
-41
1760
$67K ﹤0.01%
468
+366
1761
$67K ﹤0.01%
1,516
-478
1762
$67K ﹤0.01%
2,169
+399
1763
$66K ﹤0.01%
1,026
-26
1764
$66K ﹤0.01%
1,973
+1,125
1765
$66K ﹤0.01%
+9,000
1766
$66K ﹤0.01%
3,017
-66
1767
$66K ﹤0.01%
2,446
+170
1768
$66K ﹤0.01%
2,511
-107
1769
$66K ﹤0.01%
4,208
-220
1770
$65K ﹤0.01%
5,310
1771
$65K ﹤0.01%
552
+435
1772
$65K ﹤0.01%
2,983
-14,851
1773
$65K ﹤0.01%
5,670
-625
1774
$65K ﹤0.01%
+2,170
1775
$65K ﹤0.01%
1,529
-732
69 70
71
72 73