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
3051
$9K ﹤0.01%
96
-33
3052
$9K ﹤0.01%
309
3053
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118
3054
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62
+20
3055
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146
+140
3056
$9K ﹤0.01%
+156
3057
$9K ﹤0.01%
2,564
3058
$9K ﹤0.01%
117
3059
$9K ﹤0.01%
432
+92
3060
$9K ﹤0.01%
203
+100
3061
$9K ﹤0.01%
316
+116
3062
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384
-41
3063
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10
3064
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+100
3065
$9K ﹤0.01%
307
3066
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825
3067
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10
3068
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150
3069
$9K ﹤0.01%
1,437
3070
$9K ﹤0.01%
+550
3071
$9K ﹤0.01%
+1,420
3072
$9K ﹤0.01%
+365
3073
$9K ﹤0.01%
4,350
+1,500
3074
$9K ﹤0.01%
80
3075
$9K ﹤0.01%
331