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
176
$3.11M 0.13%
71,746
+1,718
177
$3.1M 0.13%
29,078
+315
178
$3.07M 0.13%
117,339
+12,874
179
$3.07M 0.13%
67,366
-16,023
180
$3.06M 0.13%
847,720
-857,760
181
$3.06M 0.13%
191,660
+17,176
182
$3.04M 0.13%
54,978
+3,120
183
$3.03M 0.13%
34,102
+29,817
184
$3.02M 0.13%
90,675
+41,190
185
$3.01M 0.13%
37,335
+1,467
186
$2.98M 0.13%
46,114
+5,455
187
$2.96M 0.13%
37,688
+10,548
188
$2.96M 0.13%
170,130
+25,794
189
$2.92M 0.12%
23,614
+206
190
$2.91M 0.12%
52,980
+15,777
191
$2.88M 0.12%
17,040
+2,654
192
$2.83M 0.12%
34,244
-1,404
193
$2.8M 0.12%
142,707
+13,864
194
$2.8M 0.12%
11
+1
195
$2.8M 0.12%
64,758
-1,392
196
$2.79M 0.12%
130,986
+850
197
$2.78M 0.12%
42,783
-207
198
$2.76M 0.12%
35,859
+2,171
199
$2.75M 0.12%
105,346
+23,132
200
$2.73M 0.12%
36,727
+2,787
6 7
8
9 10