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
1876
$56K ﹤0.01%
1,214
+1
1877
$56K ﹤0.01%
625
+400
1878
$56K ﹤0.01%
863
+407
1879
$56K ﹤0.01%
3,050
+94
1880
$56K ﹤0.01%
5,888
+3,490
1881
$55K ﹤0.01%
1,099
+223
1882
$55K ﹤0.01%
1,383
+883
1883
$55K ﹤0.01%
1,585
+186
1884
$55K ﹤0.01%
1,179
+3
1885
$55K ﹤0.01%
5,099
+374
1886
$55K ﹤0.01%
6,140
+4,940
1887
$55K ﹤0.01%
1,873
1888
$55K ﹤0.01%
1,057
+500
1889
$55K ﹤0.01%
476
-11
1890
$55K ﹤0.01%
2,600
-700
1891
$55K ﹤0.01%
2,204
-403
1892
$55K ﹤0.01%
6,944
-384
1893
$54K ﹤0.01%
6,276
1894
$54K ﹤0.01%
590
1895
$54K ﹤0.01%
839
+105
1896
$54K ﹤0.01%
3,089
+14
1897
$54K ﹤0.01%
15,381
+485
1898
$54K ﹤0.01%
3,089
+250
1899
$54K ﹤0.01%
1,301
+66
1900
$54K ﹤0.01%
5,784
+1,014
74 75
76
77 78