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
2176
$36K ﹤0.01%
900
2177
$36K ﹤0.01%
667
+8
2178
$36K ﹤0.01%
1,500
+600
2179
$36K ﹤0.01%
1,290
-1,802
2180
$36K ﹤0.01%
735
-78
2181
$36K ﹤0.01%
612
+41
2182
$35K ﹤0.01%
3,010
+128
2183
$35K ﹤0.01%
1,569
-175
2184
$35K ﹤0.01%
1,527
2185
$35K ﹤0.01%
537
+63
2186
$35K ﹤0.01%
5,327
2187
$35K ﹤0.01%
655
-6,479
2188
$35K ﹤0.01%
1,587
-6
2189
$35K ﹤0.01%
1,922
+855
2190
$35K ﹤0.01%
3,016
-711
2191
$35K ﹤0.01%
400
2192
$35K ﹤0.01%
3,445
+2,100
2193
$35K ﹤0.01%
451
-167
2194
$35K ﹤0.01%
2,133
+1
2195
$35K ﹤0.01%
3,400
-197
2196
$35K ﹤0.01%
1,068
+221
2197
$35K ﹤0.01%
3,700
-916
2198
$35K ﹤0.01%
24,442
2199
$35K ﹤0.01%
1,300
+600
2200
$35K ﹤0.01%
1,400
86 87
88
89 90