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
1776
$64K ﹤0.01%
2,610
+4
1777
$64K ﹤0.01%
1,758
-150
1778
$64K ﹤0.01%
1,765
+1,358
1779
$64K ﹤0.01%
1,751
-8,873
1780
$64K ﹤0.01%
+2,000
1781
$64K ﹤0.01%
12,649
1782
$64K ﹤0.01%
12,634
-373
1783
$64K ﹤0.01%
2,462
-1,360
1784
$64K ﹤0.01%
9,010
-2,950
1785
$64K ﹤0.01%
1,976
+25
1786
$64K ﹤0.01%
738
+59
1787
$64K ﹤0.01%
1,778
+781
1788
$64K ﹤0.01%
3,511
+3,500
1789
$64K ﹤0.01%
3,991
+640
1790
$63K ﹤0.01%
2,300
+350
1791
$63K ﹤0.01%
345
-116
1792
$63K ﹤0.01%
3,625
1793
$63K ﹤0.01%
1,345
+42
1794
$63K ﹤0.01%
2,608
-78
1795
$63K ﹤0.01%
1,601
+968
1796
$63K ﹤0.01%
2,761
+2,433
1797
$63K ﹤0.01%
2,242
+12
1798
$63K ﹤0.01%
1,452
+113
1799
$62K ﹤0.01%
3,612
+1,738
1800
$62K ﹤0.01%
2,174
+503
70 71
72
73 74