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
3201
$7K ﹤0.01%
680
+280
3202
$7K ﹤0.01%
435
3203
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3204
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3205
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3206
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-39
3207
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662
+54
3208
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300
+200
3209
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345
3210
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813
+143
3211
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333
3212
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+800
3213
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342
3214
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106
-145
3215
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3216
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3217
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3218
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10
3219
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568
+515
3220
$7K ﹤0.01%
+139
3221
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415
+300
3222
$7K ﹤0.01%
325
+75
3223
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3224
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133
+7
3225
$7K ﹤0.01%
225
+34