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
3251
$6K ﹤0.01%
312
3252
$6K ﹤0.01%
184
+54
3253
$6K ﹤0.01%
322
3254
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3255
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3256
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504
3257
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412
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3258
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3259
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350
3260
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297
-724
3261
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3262
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3263
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3264
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3265
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-2,110
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+1,000
3267
$6K ﹤0.01%
83
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3268
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4,500
3269
$6K ﹤0.01%
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3270
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3271
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184
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3272
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180
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3273
$6K ﹤0.01%
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3274
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-45
3275
$6K ﹤0.01%
58