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
2426
$25K ﹤0.01%
3,040
2427
$25K ﹤0.01%
580
+285
2428
$25K ﹤0.01%
1,124
+9
2429
$25K ﹤0.01%
678
+11
2430
$25K ﹤0.01%
314
2431
$25K ﹤0.01%
113
-12
2432
$25K ﹤0.01%
983
-1,312
2433
$25K ﹤0.01%
1,650
2434
$25K ﹤0.01%
2,153
2435
– –
0
2436
$24K ﹤0.01%
581
+59
2437
$24K ﹤0.01%
5,600
2438
$24K ﹤0.01%
1,001
+7
2439
$24K ﹤0.01%
+551
2440
$24K ﹤0.01%
540
2441
$24K ﹤0.01%
1,010
-200
2442
$24K ﹤0.01%
558
+477
2443
$24K ﹤0.01%
1,215
2444
$24K ﹤0.01%
1,255
+500
2445
$24K ﹤0.01%
681
2446
$24K ﹤0.01%
878
+1
2447
$24K ﹤0.01%
1,185
+425
2448
$24K ﹤0.01%
3,366
+232
2449
$24K ﹤0.01%
1,029
2450
$24K ﹤0.01%
937
96 97
98
99 100