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
3226
$7K ﹤0.01%
810
+319
3227
$7K ﹤0.01%
3,314
3228
$7K ﹤0.01%
203
3229
$7K ﹤0.01%
417
-1,585
3230
$7K ﹤0.01%
400
+127
3231
$7K ﹤0.01%
112
3232
$7K ﹤0.01%
745
3233
$7K ﹤0.01%
125
3234
$7K ﹤0.01%
3,942
+3
3235
$7K ﹤0.01%
246
3236
$7K ﹤0.01%
+245
3237
$7K ﹤0.01%
1,833
+333
3238
$7K ﹤0.01%
2,417
3239
$7K ﹤0.01%
142
-6
3240
$7K ﹤0.01%
115
3241
$7K ﹤0.01%
619
-575
3242
$6K ﹤0.01%
200
3243
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149
+32
3244
$6K ﹤0.01%
137
+11
3245
$6K ﹤0.01%
159
3246
$6K ﹤0.01%
312
3247
$6K ﹤0.01%
802
-217
3248
$6K ﹤0.01%
140
-1
3249
$6K ﹤0.01%
288
-350
3250
$6K ﹤0.01%
500