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
2051
$43K ﹤0.01%
1,140
-100
2052
$43K ﹤0.01%
2,159
+1,131
2053
$43K ﹤0.01%
1,415
+231
2054
$43K ﹤0.01%
260
-126
2055
$43K ﹤0.01%
463
2056
$43K ﹤0.01%
801
+745
2057
$43K ﹤0.01%
1,489
-1,119
2058
$43K ﹤0.01%
495
-8
2059
$43K ﹤0.01%
421
2060
$43K ﹤0.01%
9,290
+8,660
2061
$43K ﹤0.01%
5,267
2062
$42K ﹤0.01%
1,292
-31
2063
$42K ﹤0.01%
600
-225
2064
$42K ﹤0.01%
862
2065
$42K ﹤0.01%
1,033
+11
2066
$42K ﹤0.01%
4,935
+506
2067
$42K ﹤0.01%
712
-93
2068
$42K ﹤0.01%
3,102
-487
2069
$42K ﹤0.01%
1,262
-912
2070
$42K ﹤0.01%
725
+35
2071
$42K ﹤0.01%
1,289
+37
2072
$42K ﹤0.01%
1,199
+500
2073
$42K ﹤0.01%
468
-7
2074
$42K ﹤0.01%
1,215
-20,487
2075
$42K ﹤0.01%
541
+32
81 82
83
84 85