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
2451
$24K ﹤0.01%
595
2452
$24K ﹤0.01%
26
2453
$24K ﹤0.01%
848
-413
2454
$24K ﹤0.01%
243
2455
$24K ﹤0.01%
1,195
2456
$24K ﹤0.01%
227
+49
2457
$24K ﹤0.01%
590
2458
$24K ﹤0.01%
950
2459
$24K ﹤0.01%
738
+134
2460
$24K ﹤0.01%
5,455
-1,200
2461
$24K ﹤0.01%
30,517
-4,000
2462
$24K ﹤0.01%
921
2463
$24K ﹤0.01%
1,215
-15
2464
$23K ﹤0.01%
357
+2
2465
$23K ﹤0.01%
434
+70
2466
$23K ﹤0.01%
1,500
2467
$23K ﹤0.01%
794
2468
$23K ﹤0.01%
2,873
+1,015
2469
$23K ﹤0.01%
595
2470
$23K ﹤0.01%
1,460
2471
$23K ﹤0.01%
729
-265
2472
$23K ﹤0.01%
1,938
+1,072
2473
$23K ﹤0.01%
330
+80
2474
$23K ﹤0.01%
475
+50
2475
$23K ﹤0.01%
449
+82
97 98
99
100 101