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
1976
$48K ﹤0.01%
916
+84
1977
$48K ﹤0.01%
2,010
1978
$48K ﹤0.01%
1,733
+517
1979
$48K ﹤0.01%
920
-69
1980
$48K ﹤0.01%
3,460
+3,300
1981
$48K ﹤0.01%
3,576
-7,524
1982
$48K ﹤0.01%
806
+608
1983
$48K ﹤0.01%
3,298
+990
1984
$48K ﹤0.01%
3,757
+19
1985
$48K ﹤0.01%
2,540
+2,216
1986
$48K ﹤0.01%
6,854
1987
$47K ﹤0.01%
1,411
+26
1988
$47K ﹤0.01%
2,989
1989
$47K ﹤0.01%
521
+62
1990
$47K ﹤0.01%
1,847
1991
$47K ﹤0.01%
2,572
+1,743
1992
$47K ﹤0.01%
2,301
1993
$47K ﹤0.01%
1,045
-1,469
1994
$47K ﹤0.01%
1,808
-725
1995
$47K ﹤0.01%
2,800
1996
$47K ﹤0.01%
3,000
+1,000
1997
$47K ﹤0.01%
1,692
+1,439
1998
$46K ﹤0.01%
1,442
+300
1999
$46K ﹤0.01%
2,666
2000
$46K ﹤0.01%
299
+140
78 79
80
81 82