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
2651
$17K ﹤0.01%
294
2652
$17K ﹤0.01%
465
+305
2653
$17K ﹤0.01%
712
2654
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1,000
2655
$17K ﹤0.01%
1,485
+59
2656
$17K ﹤0.01%
1,100
2657
$17K ﹤0.01%
525
2658
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686
2659
$17K ﹤0.01%
2,000
2660
$17K ﹤0.01%
127
2661
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1,168
-270
2662
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200
2663
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605
2664
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366
-270
2665
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386
+112
2666
$16K ﹤0.01%
356
2667
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211
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2668
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211
+39
2669
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275
2670
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402
+7
2671
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431
+56
2672
$16K ﹤0.01%
1,017
2673
$16K ﹤0.01%
90
+61
2674
$16K ﹤0.01%
240
2675
$16K ﹤0.01%
1,241