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
3276
$6K ﹤0.01%
338
3277
$6K ﹤0.01%
350
3278
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297
-724
3279
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382
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3280
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3281
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3282
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3283
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3284
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100
3285
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+20
3286
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3287
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3288
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3289
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+1,000
3290
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3291
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4,500
3292
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3293
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3294
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3295
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+100
3296
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74
3297
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76
-45
3298
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3299
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264
+51
3300
$6K ﹤0.01%
931
+364