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
2201
$35K ﹤0.01%
191
-48
2202
$35K ﹤0.01%
1,033
-375
2203
$35K ﹤0.01%
1,520
2204
$35K ﹤0.01%
29
-1
2205
$34K ﹤0.01%
750
2206
$34K ﹤0.01%
750
-1,889
2207
$34K ﹤0.01%
1,430
2208
$34K ﹤0.01%
519
+313
2209
$34K ﹤0.01%
1,908
+1
2210
$34K ﹤0.01%
6,548
-10,000
2211
$34K ﹤0.01%
4,462
+2,142
2212
$34K ﹤0.01%
391
2213
$34K ﹤0.01%
128
-2
2214
$34K ﹤0.01%
694
+2
2215
$34K ﹤0.01%
304
+100
2216
$34K ﹤0.01%
1,650
2217
$34K ﹤0.01%
2,472
+594
2218
$34K ﹤0.01%
2,581
2219
$34K ﹤0.01%
+1,027
2220
$34K ﹤0.01%
20
+3
2221
$34K ﹤0.01%
4,092
+500
2222
$34K ﹤0.01%
1,851
+3
2223
$34K ﹤0.01%
490
2224
$34K ﹤0.01%
14
2225
$34K ﹤0.01%
955
+55
87 88
89
90 91