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
3276
$6K ﹤0.01%
802
-217
3277
$6K ﹤0.01%
264
+51
3278
$6K ﹤0.01%
931
+364
3279
$6K ﹤0.01%
140
-1
3280
$6K ﹤0.01%
288
-350
3281
$6K ﹤0.01%
+185
3282
$6K ﹤0.01%
+168
3283
$6K ﹤0.01%
137
-24
3284
$6K ﹤0.01%
48
3285
$6K ﹤0.01%
352
-87
3286
$6K ﹤0.01%
500
3287
$6K ﹤0.01%
2,052
+244
3288
$6K ﹤0.01%
600
3289
$6K ﹤0.01%
3,899
3290
$6K ﹤0.01%
292
-140
3291
$6K ﹤0.01%
800
3292
$6K ﹤0.01%
577
+311
3293
$6K ﹤0.01%
320
3294
$6K ﹤0.01%
396
-129
3295
$6K ﹤0.01%
164
3296
$6K ﹤0.01%
226
+26
3297
$6K ﹤0.01%
500
3298
$6K ﹤0.01%
699
+14
3299
$6K ﹤0.01%
2,839
3300
$6K ﹤0.01%
4,246
+76