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
3101
$9K ﹤0.01%
416
-400
3102
$9K ﹤0.01%
175
3103
$9K ﹤0.01%
193
+43
3104
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45
+10
3105
$9K ﹤0.01%
+550
3106
$9K ﹤0.01%
14,045
3107
$8K ﹤0.01%
151
3108
$8K ﹤0.01%
294
-195
3109
$8K ﹤0.01%
+480
3110
$8K ﹤0.01%
437
3111
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29
3112
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+323
3113
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241
3114
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3115
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400
3116
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3117
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519
+318
3118
$8K ﹤0.01%
+200
3119
$8K ﹤0.01%
300
-2,500
3120
$8K ﹤0.01%
2,685
3121
$8K ﹤0.01%
605
3122
$8K ﹤0.01%
200
-1,000
3123
$8K ﹤0.01%
315
+250
3124
$8K ﹤0.01%
164
3125
$8K ﹤0.01%
727