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
3151
$8K ﹤0.01%
1,677
3152
$8K ﹤0.01%
194
+21
3153
$8K ﹤0.01%
300
3154
$8K ﹤0.01%
190
3155
$8K ﹤0.01%
350
3156
$8K ﹤0.01%
311
3157
$8K ﹤0.01%
144
3158
$8K ﹤0.01%
377
3159
$8K ﹤0.01%
641
3160
$8K ﹤0.01%
395
+141
3161
$8K ﹤0.01%
1,121
-301
3162
$8K ﹤0.01%
555
3163
$8K ﹤0.01%
249
3164
$8K ﹤0.01%
120
3165
$8K ﹤0.01%
265
3166
$8K ﹤0.01%
169
3167
$8K ﹤0.01%
494
3168
$8K ﹤0.01%
668
-2,042
3169
$8K ﹤0.01%
457
3170
$8K ﹤0.01%
59
+47
3171
$8K ﹤0.01%
3,394
-726
3172
$8K ﹤0.01%
477
3173
$7K ﹤0.01%
34
+10
3174
$7K ﹤0.01%
151
-5
3175
$7K ﹤0.01%
116
-34