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
1826
$60K ﹤0.01%
5,398
-2,800
1827
$60K ﹤0.01%
+693
1828
$60K ﹤0.01%
1,802
1829
$60K ﹤0.01%
4,420
1830
$60K ﹤0.01%
1,544
-183
1831
$60K ﹤0.01%
+2,796
1832
$59K ﹤0.01%
1,830
-1,158
1833
$59K ﹤0.01%
3,550
+250
1834
$59K ﹤0.01%
1,739
-290
1835
$59K ﹤0.01%
750
+228
1836
$59K ﹤0.01%
4,735
-214
1837
$59K ﹤0.01%
1,379
-102
1838
$59K ﹤0.01%
2,936
-279
1839
$59K ﹤0.01%
7,048
+2,103
1840
$59K ﹤0.01%
2,200
1841
$58K ﹤0.01%
1,713
+43
1842
$58K ﹤0.01%
630
-140
1843
$58K ﹤0.01%
842
-13
1844
$58K ﹤0.01%
3,401
1845
$58K ﹤0.01%
868
-538
1846
$58K ﹤0.01%
41
+35
1847
$58K ﹤0.01%
3,813
1848
$58K ﹤0.01%
950
-110
1849
$58K ﹤0.01%
1,508
-2,300
1850
$58K ﹤0.01%
3,390
+10
72 73
74
75 76