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
1901
$54K ﹤0.01%
729
-1,069
1902
$54K ﹤0.01%
11,179
-4,180
1903
$53K ﹤0.01%
2,375
-10
1904
$53K ﹤0.01%
+1,000
1905
$53K ﹤0.01%
2,949
+1,100
1906
$53K ﹤0.01%
3,835
1907
$53K ﹤0.01%
2,495
+2,052
1908
$53K ﹤0.01%
3,736
+21
1909
$53K ﹤0.01%
3,797
1910
$53K ﹤0.01%
1,593
-17,030
1911
$53K ﹤0.01%
2,382
+440
1912
$53K ﹤0.01%
726
+49
1913
$53K ﹤0.01%
761
+205
1914
$53K ﹤0.01%
1,144
+63
1915
$53K ﹤0.01%
1,590
+78
1916
$53K ﹤0.01%
1,515
+538
1917
$53K ﹤0.01%
820
-24
1918
$53K ﹤0.01%
3,272
1919
$53K ﹤0.01%
436
-74
1920
$53K ﹤0.01%
3,381
1921
$53K ﹤0.01%
3,124
+104
1922
$53K ﹤0.01%
5,095
+850
1923
$53K ﹤0.01%
6,419
1924
$52K ﹤0.01%
1,390
-175
1925
$52K ﹤0.01%
1,927
-10,877
75 76
77
78 79