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
2351
$28K ﹤0.01%
2,584
2352
$28K ﹤0.01%
933
2353
$28K ﹤0.01%
2,000
2354
$28K ﹤0.01%
1,303
+1,150
2355
$28K ﹤0.01%
+200
2356
$28K ﹤0.01%
719
-3,150
2357
$28K ﹤0.01%
5,572
+1,690
2358
$28K ﹤0.01%
440
-53
2359
$28K ﹤0.01%
183
-90
2360
$28K ﹤0.01%
298
+200
2361
$28K ﹤0.01%
181
-105
2362
$28K ﹤0.01%
2,200
-1,000
2363
$27K ﹤0.01%
199
+7
2364
$27K ﹤0.01%
1,541
+86
2365
$27K ﹤0.01%
7,650
+3,400
2366
$27K ﹤0.01%
314
-2
2367
$27K ﹤0.01%
3,807
-165
2368
$27K ﹤0.01%
+985
2369
$27K ﹤0.01%
379
+100
2370
$27K ﹤0.01%
500
+200
2371
$27K ﹤0.01%
454
-2
2372
$27K ﹤0.01%
663
2373
$27K ﹤0.01%
2,389
2374
$27K ﹤0.01%
3,000
2375
$27K ﹤0.01%
3,125
93 94
95
96 97