IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$52.3M 2.22%
1,452,036
+69,964
2
$40.5M 1.72%
1,165,360
+149,780
3
$37.7M 1.6%
273,920
+29,798
4
$33.5M 1.42%
137,590
+48,845
5
$32.7M 1.38%
135,048
+14,093
6
$31.3M 1.33%
359,366
+27,458
7
$27.7M 1.18%
973,376
+20,931
8
$26.2M 1.11%
324,658
+49,314
9
$25.2M 1.07%
308,046
+53,016
10
$23.6M 1%
178,214
+44,416
11
$18.4M 0.78%
199,516
+21,104
12
$17.4M 0.74%
248,639
+42,618
13
$17.4M 0.74%
234,028
-2,457
14
$17.4M 0.74%
389,345
+1,050
15
$16.9M 0.72%
130,433
+1,789
16
$16.5M 0.7%
150,884
+24,515
17
$16.4M 0.7%
238,158
+5,275
18
$15.8M 0.67%
172,820
+2,187
19
$15.8M 0.67%
1,619,556
+186,846
20
$15.7M 0.67%
103,907
-18,647
21
$14.8M 0.63%
141,609
-3,852
22
$14.6M 0.62%
239,784
+53,058
23
$14.3M 0.61%
285,348
+99,378
24
$14M 0.59%
454,597
+45,294
25
$13.8M 0.59%
307,982
-4,413
1
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