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
2301
$30K ﹤0.01%
794
-638
2302
$30K ﹤0.01%
787
-500
2303
$30K ﹤0.01%
597
-2,900
2304
$30K ﹤0.01%
+3,000
2305
$30K ﹤0.01%
6,525
+3,931
2306
$30K ﹤0.01%
910
+755
2307
$30K ﹤0.01%
750
2308
$30K ﹤0.01%
891
-2,128
2309
$30K ﹤0.01%
1,225
-200
2310
$30K ﹤0.01%
2,483
2311
$30K ﹤0.01%
2,000
2312
$30K ﹤0.01%
2,119
-4
2313
$29K ﹤0.01%
480
-1
2314
$29K ﹤0.01%
362
+16
2315
$29K ﹤0.01%
1,547
-3,616
2316
$29K ﹤0.01%
1,229
-567
2317
$29K ﹤0.01%
1,137
-5,354
2318
$29K ﹤0.01%
420
2319
$29K ﹤0.01%
1,063
+425
2320
$29K ﹤0.01%
+1,330
2321
$29K ﹤0.01%
575
+212
2322
$29K ﹤0.01%
2,100
2323
$29K ﹤0.01%
2,100
2324
$29K ﹤0.01%
1,124
2325
$29K ﹤0.01%
383
+175
91 92
93
94 95