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
2226
$34K ﹤0.01%
695
-66
2227
$33K ﹤0.01%
1,158
-3,615
2228
$33K ﹤0.01%
+815
2229
$33K ﹤0.01%
2,232
-704
2230
$33K ﹤0.01%
112
-60
2231
$33K ﹤0.01%
704
+270
2232
$33K ﹤0.01%
750
-250
2233
$33K ﹤0.01%
500
-439
2234
$33K ﹤0.01%
708
2235
$33K ﹤0.01%
936
-11
2236
$33K ﹤0.01%
1,250
+250
2237
$33K ﹤0.01%
416
+400
2238
$33K ﹤0.01%
3,624
+1,459
2239
$33K ﹤0.01%
9,700
2240
$33K ﹤0.01%
9,026
-619
2241
$33K ﹤0.01%
1,870
-56
2242
$33K ﹤0.01%
454
-11
2243
$33K ﹤0.01%
2,184
2244
$33K ﹤0.01%
303
+246
2245
$33K ﹤0.01%
666
+122
2246
$33K ﹤0.01%
3,824
2247
$33K ﹤0.01%
1,643
-690
2248
$33K ﹤0.01%
3,591
-84
2249
$33K ﹤0.01%
1,419
-41
2250
$33K ﹤0.01%
2,102
+15
88 89
90
91 92