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
1851
$58K ﹤0.01%
2,307
+1,170
1852
$58K ﹤0.01%
3,350
-750
1853
$58K ﹤0.01%
2,290
+1,164
1854
$58K ﹤0.01%
889
+556
1855
$58K ﹤0.01%
2,241
1856
$58K ﹤0.01%
623
-227
1857
$58K ﹤0.01%
1,234
1858
$58K ﹤0.01%
2,307
+1,173
1859
$58K ﹤0.01%
720
1860
$58K ﹤0.01%
6,574
-1,219
1861
$57K ﹤0.01%
2,043
-975
1862
$57K ﹤0.01%
6,352
1863
$57K ﹤0.01%
3,340
+250
1864
$57K ﹤0.01%
2,063
+98
1865
$57K ﹤0.01%
+1,600
1866
$57K ﹤0.01%
3,566
+3,248
1867
$57K ﹤0.01%
+3,305
1868
$57K ﹤0.01%
3,930
-100
1869
$57K ﹤0.01%
3,103
1870
$57K ﹤0.01%
1,279
+7
1871
$57K ﹤0.01%
700
+368
1872
$57K ﹤0.01%
+987
1873
$57K ﹤0.01%
3,767
-2,000
1874
$57K ﹤0.01%
733
+14
1875
$57K ﹤0.01%
2,417
+2,144
73 74
75
76 77