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
2001
$46K ﹤0.01%
4,854
-70
2002
$46K ﹤0.01%
1,336
2003
$46K ﹤0.01%
379
+27
2004
$46K ﹤0.01%
1,165
2005
$46K ﹤0.01%
1,717
-335
2006
$46K ﹤0.01%
2,049
+123
2007
$46K ﹤0.01%
1,663
2008
$46K ﹤0.01%
607
+430
2009
$46K ﹤0.01%
3,398
2010
$46K ﹤0.01%
3,970
2011
$45K ﹤0.01%
4,389
-937
2012
$45K ﹤0.01%
850
-27
2013
$45K ﹤0.01%
1,570
+1,169
2014
$45K ﹤0.01%
897
-300
2015
$45K ﹤0.01%
478
2016
$45K ﹤0.01%
1,170
-5
2017
$45K ﹤0.01%
239
2018
$45K ﹤0.01%
1,016
+972
2019
$45K ﹤0.01%
1,602
2020
$45K ﹤0.01%
500
2021
$45K ﹤0.01%
1,987
-427
2022
$45K ﹤0.01%
3,088
+1
2023
$45K ﹤0.01%
698
2024
$45K ﹤0.01%
326
+70
2025
$45K ﹤0.01%
14,095
79 80
81
82 83