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
2026
$45K ﹤0.01%
4,138
-7,800
2027
$45K ﹤0.01%
358
-2
2028
$45K ﹤0.01%
1,181
+336
2029
$45K ﹤0.01%
4,615
+2,000
2030
$44K ﹤0.01%
1,611
+4
2031
$44K ﹤0.01%
3,828
+312
2032
$44K ﹤0.01%
1,740
+1,115
2033
$44K ﹤0.01%
1,010
+435
2034
$44K ﹤0.01%
3,039
+39
2035
$44K ﹤0.01%
2,610
-2,850
2036
$44K ﹤0.01%
+2,197
2037
$44K ﹤0.01%
1,719
+12
2038
$44K ﹤0.01%
2,500
+1,500
2039
$44K ﹤0.01%
6,562
+5,542
2040
$44K ﹤0.01%
2,936
-30
2041
$44K ﹤0.01%
4,205
+3,705
2042
$44K ﹤0.01%
3,390
2043
$44K ﹤0.01%
942
-18
2044
$44K ﹤0.01%
8,323
-268
2045
$44K ﹤0.01%
6,764
-29,305
2046
$44K ﹤0.01%
11,443
2047
$44K ﹤0.01%
2,701
-7,296
2048
$44K ﹤0.01%
1,825
+900
2049
$44K ﹤0.01%
3,330
+230
2050
$43K ﹤0.01%
455
+20
80 81
82
83 84