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
2401
$26K ﹤0.01%
3,333
+2,201
2402
$26K ﹤0.01%
530
2403
$26K ﹤0.01%
702
2404
$26K ﹤0.01%
771
+126
2405
$26K ﹤0.01%
579
-1,939
2406
$26K ﹤0.01%
875
-300
2407
$26K ﹤0.01%
802
+50
2408
$26K ﹤0.01%
298
+40
2409
$26K ﹤0.01%
1,071
+322
2410
$26K ﹤0.01%
1,819
+408
2411
$26K ﹤0.01%
9,220
2412
$25K ﹤0.01%
800
+28
2413
$25K ﹤0.01%
1,194
+97
2414
$25K ﹤0.01%
+1,588
2415
$25K ﹤0.01%
640
+92
2416
$25K ﹤0.01%
1,000
-550
2417
$25K ﹤0.01%
417
-984
2418
$25K ﹤0.01%
2,798
2419
$25K ﹤0.01%
16,715
-570
2420
$25K ﹤0.01%
300
2421
$25K ﹤0.01%
917
+203
2422
$25K ﹤0.01%
+600
2423
$25K ﹤0.01%
448
+11
2424
$25K ﹤0.01%
989
2425
$25K ﹤0.01%
3,000
95 96
97
98 99