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
3076
$9K ﹤0.01%
346
3077
$9K ﹤0.01%
465
3078
$9K ﹤0.01%
103
+53
3079
$9K ﹤0.01%
1,034
3080
$9K ﹤0.01%
119
3081
$9K ﹤0.01%
8
3082
$9K ﹤0.01%
2,458
-1,000
3083
$9K ﹤0.01%
550
3084
$9K ﹤0.01%
200
3085
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400
3086
$9K ﹤0.01%
374
+325
3087
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385
+85
3088
$9K ﹤0.01%
14,045
3089
$9K ﹤0.01%
675
3090
$9K ﹤0.01%
+600
3091
$9K ﹤0.01%
129
+100
3092
$9K ﹤0.01%
+307
3093
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200
3094
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747
3095
$9K ﹤0.01%
175
3096
$9K ﹤0.01%
104
3097
$9K ﹤0.01%
150
3098
$9K ﹤0.01%
+196
3099
$9K ﹤0.01%
175
3100
$9K ﹤0.01%
892
+518