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
2151
$37K ﹤0.01%
809
-199
2152
$37K ﹤0.01%
1,315
2153
$37K ﹤0.01%
1,764
2154
$37K ﹤0.01%
1,397
-7,362
2155
$37K ﹤0.01%
906
-13,595
2156
$37K ﹤0.01%
3,870
-119,728
2157
$37K ﹤0.01%
1,904
-22
2158
$37K ﹤0.01%
619
-151
2159
$37K ﹤0.01%
25
2160
$37K ﹤0.01%
1,108
+950
2161
$36K ﹤0.01%
1,800
2162
$36K ﹤0.01%
+311
2163
$36K ﹤0.01%
673
-19
2164
$36K ﹤0.01%
2,177
-470
2165
$36K ﹤0.01%
395
-65
2166
$36K ﹤0.01%
350
-7
2167
$36K ﹤0.01%
3,216
+2,316
2168
$36K ﹤0.01%
534
+204
2169
$36K ﹤0.01%
+948
2170
$36K ﹤0.01%
706
2171
$36K ﹤0.01%
778
-1,229
2172
$36K ﹤0.01%
1,629
-974
2173
$36K ﹤0.01%
2,475
+449
2174
$36K ﹤0.01%
444
-76
2175
$36K ﹤0.01%
1,590
+28
85 86
87
88 89