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
1951
$51K ﹤0.01%
504
1952
$51K ﹤0.01%
+3,156
1953
$51K ﹤0.01%
2,370
+2,272
1954
$50K ﹤0.01%
832
+104
1955
$50K ﹤0.01%
1,066
+637
1956
$50K ﹤0.01%
3,000
-9,550
1957
$50K ﹤0.01%
387
+152
1958
$50K ﹤0.01%
5
+2
1959
$50K ﹤0.01%
1,273
+773
1960
$50K ﹤0.01%
3,351
+131
1961
$50K ﹤0.01%
1,774
-440
1962
$50K ﹤0.01%
1,168
-17,304
1963
$50K ﹤0.01%
2,868
1964
$50K ﹤0.01%
3,600
1965
$50K ﹤0.01%
1,665
+10
1966
$50K ﹤0.01%
85
+20
1967
$49K ﹤0.01%
1,140
+681
1968
$49K ﹤0.01%
9,515
+1,589
1969
$49K ﹤0.01%
1,503
-17
1970
$49K ﹤0.01%
1,527
-16
1971
$49K ﹤0.01%
3,767
+397
1972
$49K ﹤0.01%
445
-160
1973
$48K ﹤0.01%
2,201
+2,192
1974
$48K ﹤0.01%
789
-70
1975
$48K ﹤0.01%
10,550
-19,950
77 78
79
80 81