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
2251
$33K ﹤0.01%
+110
2252
$33K ﹤0.01%
+3,333
2253
$32K ﹤0.01%
1,223
2254
$32K ﹤0.01%
690
+4
2255
$32K ﹤0.01%
1,500
-8,550
2256
$32K ﹤0.01%
521
2257
$32K ﹤0.01%
1,150
2258
$32K ﹤0.01%
600
2259
$32K ﹤0.01%
2,370
-36
2260
$32K ﹤0.01%
2,228
2261
$32K ﹤0.01%
1,640
+153
2262
$32K ﹤0.01%
2,000
2263
$32K ﹤0.01%
953
2264
$32K ﹤0.01%
274
-98
2265
$32K ﹤0.01%
650
2266
$32K ﹤0.01%
2,659
-247
2267
$32K ﹤0.01%
2,165
+785
2268
$32K ﹤0.01%
2,166
+1,235
2269
$31K ﹤0.01%
829
-175
2270
$31K ﹤0.01%
153
-179
2271
$31K ﹤0.01%
1,233
2272
$31K ﹤0.01%
1,700
+139
2273
$31K ﹤0.01%
561
2274
$31K ﹤0.01%
624
2275
$31K ﹤0.01%
923
-16,890
89 90
91
92 93