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
2076
$42K ﹤0.01%
10,000
2077
$42K ﹤0.01%
535
+355
2078
$42K ﹤0.01%
2,152
-970
2079
$41K ﹤0.01%
448
-104
2080
$41K ﹤0.01%
7,278
-370
2081
$41K ﹤0.01%
719
-15
2082
$41K ﹤0.01%
414
+132
2083
$41K ﹤0.01%
2,011
+11
2084
$41K ﹤0.01%
574
+110
2085
$41K ﹤0.01%
4,073
-3,421
2086
$41K ﹤0.01%
2,275
2087
$41K ﹤0.01%
2,590
+132
2088
$41K ﹤0.01%
2,422
2089
$41K ﹤0.01%
1,062
-2,500
2090
$41K ﹤0.01%
1,167
+47
2091
$41K ﹤0.01%
687
-49
2092
$41K ﹤0.01%
1,099
2093
$40K ﹤0.01%
535
-27
2094
$40K ﹤0.01%
1,000
2095
$40K ﹤0.01%
5,000
2096
$40K ﹤0.01%
93
+2
2097
$40K ﹤0.01%
1,399
+374
2098
$40K ﹤0.01%
2,105
+1,595
2099
$40K ﹤0.01%
2,055
-130
2100
$40K ﹤0.01%
1,060
+32
82 83
84
85 86