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

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
2851
$13K ﹤0.01%
546
2852
$13K ﹤0.01%
61
2853
$12K ﹤0.01%
+1,251
2854
$12K ﹤0.01%
133
+1
2855
$12K ﹤0.01%
588
+500
2856
$12K ﹤0.01%
2,600
+1,500
2857
$12K ﹤0.01%
226
-7
2858
$12K ﹤0.01%
313
2859
$12K ﹤0.01%
321
2860
$12K ﹤0.01%
213
2861
$12K ﹤0.01%
732
2862
$12K ﹤0.01%
505
2863
$12K ﹤0.01%
+525
2864
$12K ﹤0.01%
153
+20
2865
$12K ﹤0.01%
542
+378
2866
$12K ﹤0.01%
1,410
+1,180
2867
$12K ﹤0.01%
222
+56
2868
$12K ﹤0.01%
298
+67
2869
$12K ﹤0.01%
+728
2870
$12K ﹤0.01%
290
2871
$12K ﹤0.01%
793
2872
$12K ﹤0.01%
300
+155
2873
$12K ﹤0.01%
170
2874
$12K ﹤0.01%
+276
2875
$12K ﹤0.01%
717
-500