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
1926
$52K ﹤0.01%
1,700
+200
1927
$52K ﹤0.01%
372
-11
1928
$52K ﹤0.01%
1,000
-100
1929
$52K ﹤0.01%
2,465
1930
$52K ﹤0.01%
520
-1,102
1931
$52K ﹤0.01%
1,975
+715
1932
$52K ﹤0.01%
2,825
1933
$52K ﹤0.01%
1,000
-250
1934
$52K ﹤0.01%
2,992
1935
$52K ﹤0.01%
2,222
+177
1936
$52K ﹤0.01%
3,759
+1,014
1937
$52K ﹤0.01%
1,147
-79
1938
$51K ﹤0.01%
416
+24
1939
$51K ﹤0.01%
1,299
+110
1940
$51K ﹤0.01%
1,486
-16
1941
$51K ﹤0.01%
2,254
1942
$51K ﹤0.01%
25,130
+4,991
1943
$51K ﹤0.01%
7,088
-16,352
1944
$51K ﹤0.01%
1,770
+532
1945
$51K ﹤0.01%
888
-330
1946
$51K ﹤0.01%
1,520
+715
1947
$51K ﹤0.01%
288
+286
1948
$51K ﹤0.01%
2,046
+810
1949
$51K ﹤0.01%
1,693
-2,666
1950
$51K ﹤0.01%
2,840
76 77
78
79 80