IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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 +$11.8M
2 +$5.67M
3 +$5.17M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.9M
5
BND icon
Vanguard Total Bond Market
BND
+$4.33M

Sector Composition

1 Financials 6.78%
2 Technology 6.26%
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
2576
$20K ﹤0.01%
1,513
+1,500
2577
$20K ﹤0.01%
1,026
-391
2578
$20K ﹤0.01%
800
+300
2579
$20K ﹤0.01%
500
2580
$20K ﹤0.01%
+700
2581
$19K ﹤0.01%
666
+648
2582
$19K ﹤0.01%
692
+2
2583
$19K ﹤0.01%
306
+300
2584
$19K ﹤0.01%
406
2585
$19K ﹤0.01%
1,050
2586
$19K ﹤0.01%
825
2587
$19K ﹤0.01%
441
+16
2588
$19K ﹤0.01%
1,144
2589
$19K ﹤0.01%
495
2590
$19K ﹤0.01%
1,190
2591
$19K ﹤0.01%
+900
2592
$19K ﹤0.01%
602
+152
2593
$19K ﹤0.01%
465
2594
$19K ﹤0.01%
92
+67
2595
$19K ﹤0.01%
773
-927
2596
$19K ﹤0.01%
310
2597
$19K ﹤0.01%
+787
2598
$19K ﹤0.01%
1,348
2599
$19K ﹤0.01%
+2,145
2600
$19K ﹤0.01%
960