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
2126
$39K ﹤0.01%
30,101
2127
$39K ﹤0.01%
582
+55
2128
$39K ﹤0.01%
659
2129
$38K ﹤0.01%
2,953
-2,750
2130
$38K ﹤0.01%
2,161
-10,919
2131
$38K ﹤0.01%
1,051
+217
2132
$38K ﹤0.01%
579
-47
2133
$38K ﹤0.01%
773
+383
2134
$38K ﹤0.01%
6,996
+808
2135
$38K ﹤0.01%
500
2136
$38K ﹤0.01%
27,144
+20,399
2137
$38K ﹤0.01%
3,214
-2,040
2138
$38K ﹤0.01%
5,147
+1,626
2139
$38K ﹤0.01%
920
+20
2140
$38K ﹤0.01%
432
+2
2141
$38K ﹤0.01%
1,739
2142
$38K ﹤0.01%
1,478
+1,325
2143
$38K ﹤0.01%
647
+151
2144
$38K ﹤0.01%
1,350
2145
$38K ﹤0.01%
1,688
2146
$38K ﹤0.01%
5,450
-1,000
2147
$38K ﹤0.01%
1,014
+3
2148
$37K ﹤0.01%
960
-34
2149
$37K ﹤0.01%
1,594
2150
$37K ﹤0.01%
1,564
+55
84 85
86
87 88