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
3226
$7K ﹤0.01%
619
-575
3227
$7K ﹤0.01%
118
3228
$7K ﹤0.01%
680
+280
3229
$7K ﹤0.01%
325
+75
3230
$7K ﹤0.01%
511
+244
3231
$7K ﹤0.01%
190
3232
$7K ﹤0.01%
133
+7
3233
$7K ﹤0.01%
225
+34
3234
$7K ﹤0.01%
810
+319
3235
$7K ﹤0.01%
3,314
3236
$7K ﹤0.01%
203
3237
$7K ﹤0.01%
417
-1,585
3238
$7K ﹤0.01%
400
+127
3239
$7K ﹤0.01%
112
3240
$7K ﹤0.01%
745
3241
$7K ﹤0.01%
2,417
3242
$6K ﹤0.01%
159
3243
$6K ﹤0.01%
44
+20
3244
$6K ﹤0.01%
725
3245
$6K ﹤0.01%
351
-4,195
3246
$6K ﹤0.01%
14,680
+1,440
3247
$6K ﹤0.01%
125
3248
$6K ﹤0.01%
660
3249
$6K ﹤0.01%
386
3250
$6K ﹤0.01%
235