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
2326
$29K ﹤0.01%
454
+102
2327
$29K ﹤0.01%
845
+831
2328
$29K ﹤0.01%
1,745
+1,138
2329
$29K ﹤0.01%
1,033
+47
2330
$29K ﹤0.01%
1,012
2331
$29K ﹤0.01%
2,247
+850
2332
$29K ﹤0.01%
1,039
+239
2333
$29K ﹤0.01%
1,115
+915
2334
$29K ﹤0.01%
515
+170
2335
$29K ﹤0.01%
1,822
2336
$29K ﹤0.01%
1,000
2337
$29K ﹤0.01%
527
2338
$29K ﹤0.01%
629
-114
2339
$29K ﹤0.01%
1,399
-59
2340
$28K ﹤0.01%
122
+14
2341
$28K ﹤0.01%
226
-9
2342
$28K ﹤0.01%
654
-32
2343
$28K ﹤0.01%
780
+60
2344
$28K ﹤0.01%
284
+59
2345
$28K ﹤0.01%
2,000
2346
$28K ﹤0.01%
357
+32
2347
$28K ﹤0.01%
472
+71
2348
$28K ﹤0.01%
+998
2349
$28K ﹤0.01%
301
2350
$28K ﹤0.01%
1,180
+132
92 93
94
95 96