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
2276
$31K ﹤0.01%
1,100
2277
$31K ﹤0.01%
850
+750
2278
$31K ﹤0.01%
970
+81
2279
$31K ﹤0.01%
1,141
2280
$31K ﹤0.01%
2,711
2281
$31K ﹤0.01%
1,202
+797
2282
$31K ﹤0.01%
1,888
2283
$31K ﹤0.01%
2,010
-550
2284
$31K ﹤0.01%
1,065
2285
$31K ﹤0.01%
507
-1,052
2286
$31K ﹤0.01%
1,735
2287
$30K ﹤0.01%
964
+92
2288
$30K ﹤0.01%
981
+800
2289
$30K ﹤0.01%
4,126
+1,549
2290
$30K ﹤0.01%
434
+300
2291
$30K ﹤0.01%
125
-65
2292
$30K ﹤0.01%
2,087
2293
$30K ﹤0.01%
2,180
2294
$30K ﹤0.01%
742
-87
2295
$30K ﹤0.01%
1,633
+331
2296
$30K ﹤0.01%
390
-165
2297
$30K ﹤0.01%
805
+1
2298
$30K ﹤0.01%
1,913
2299
$30K ﹤0.01%
1,375
2300
$30K ﹤0.01%
1,190
-22,742
90 91
92
93 94