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
1801
$62K ﹤0.01%
1,659
+112
1802
$62K ﹤0.01%
7,431
+803
1803
$62K ﹤0.01%
810
-8
1804
$62K ﹤0.01%
1,697
+149
1805
$62K ﹤0.01%
2,304
+815
1806
$62K ﹤0.01%
1,507
1807
$62K ﹤0.01%
612
+87
1808
$62K ﹤0.01%
5,150
-2,300
1809
$62K ﹤0.01%
2,682
1810
$61K ﹤0.01%
591
+469
1811
$61K ﹤0.01%
2,816
+321
1812
$61K ﹤0.01%
6,712
-2,142
1813
$61K ﹤0.01%
945
-400
1814
$61K ﹤0.01%
1,169
+5
1815
$61K ﹤0.01%
1,228
+1,157
1816
$61K ﹤0.01%
1,909
1817
$61K ﹤0.01%
699
+348
1818
$60K ﹤0.01%
4,234
+344
1819
$60K ﹤0.01%
5,164
+11
1820
$60K ﹤0.01%
3,144
+635
1821
$60K ﹤0.01%
414
+95
1822
$60K ﹤0.01%
661
+4
1823
$60K ﹤0.01%
2,401
-62
1824
$60K ﹤0.01%
11,011
+10,000
1825
$60K ﹤0.01%
550
71 72
73
74 75