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
201
$2.73M 0.12%
27,153
-733
202
$2.71M 0.11%
35,243
+3,800
203
$2.7M 0.11%
86,717
+18,311
204
$2.69M 0.11%
15,402
+479
205
$2.67M 0.11%
49,492
+3,738
206
$2.66M 0.11%
148,057
-1,512
207
$2.65M 0.11%
48,179
-7,013
208
$2.59M 0.11%
12,412
+3,348
209
$2.59M 0.11%
50,764
+11,206
210
$2.58M 0.11%
33,257
+2,395
211
$2.57M 0.11%
171,920
-4,020
212
$2.55M 0.11%
128,642
+20,187
213
$2.53M 0.11%
49,542
+16,826
214
$2.53M 0.11%
36,365
-1,163
215
$2.52M 0.11%
20,222
-2,655
216
$2.5M 0.11%
18,799
+53
217
$2.48M 0.11%
103,797
+3,594
218
$2.48M 0.11%
41,533
-2,931
219
$2.46M 0.1%
34,481
+568
220
$2.43M 0.1%
30,483
+1,902
221
$2.38M 0.1%
40,811
+215
222
$2.37M 0.1%
79,891
+6,207
223
$2.37M 0.1%
33,487
+5,144
224
$2.37M 0.1%
78,776
-1,688
225
$2.36M 0.1%
67,504
+30,772
7 8
9
10 11