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
2101
$40K ﹤0.01%
3,000
-2,315
2102
$40K ﹤0.01%
720
2103
$40K ﹤0.01%
5,596
-200
2104
$40K ﹤0.01%
1,302
2105
$40K ﹤0.01%
10,959
+9,788
2106
$40K ﹤0.01%
4,000
2107
$40K ﹤0.01%
2,913
2108
$40K ﹤0.01%
6,050
2109
$40K ﹤0.01%
1,025
+38
2110
$39K ﹤0.01%
344
+8
2111
$39K ﹤0.01%
233
+61
2112
$39K ﹤0.01%
800
+182
2113
$39K ﹤0.01%
1,307
2114
$39K ﹤0.01%
1,568
+1,000
2115
$39K ﹤0.01%
3,050
2116
$39K ﹤0.01%
5,422
2117
$39K ﹤0.01%
432
-1,062
2118
$39K ﹤0.01%
1,172
-3
2119
$39K ﹤0.01%
1,037
+701
2120
$39K ﹤0.01%
454
2121
$39K ﹤0.01%
1,420
+420
2122
$39K ﹤0.01%
3,293
+1,200
2123
$39K ﹤0.01%
6,053
+930
2124
$39K ﹤0.01%
1,386
+496
2125
$39K ﹤0.01%
+3,850
83 84
85
86 87