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
3251
$6K ﹤0.01%
699
+14
3252
$6K ﹤0.01%
4,246
+76
3253
$6K ﹤0.01%
+300
3254
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3255
$6K ﹤0.01%
274
+59
3256
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+2
3257
$6K ﹤0.01%
1,000
3258
$6K ﹤0.01%
140
3259
$6K ﹤0.01%
200
-50
3260
$6K ﹤0.01%
2,200
3261
$6K ﹤0.01%
44
+20
3262
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725
3263
$6K ﹤0.01%
351
-4,195
3264
$6K ﹤0.01%
14,680
+1,440
3265
$6K ﹤0.01%
125
3266
$6K ﹤0.01%
660
3267
$6K ﹤0.01%
386
3268
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100
3269
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408
3270
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+53
3271
$6K ﹤0.01%
235
3272
$6K ﹤0.01%
184
+54
3273
$6K ﹤0.01%
504
3274
$6K ﹤0.01%
412
-800
3275
$6K ﹤0.01%
100