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
3301
$6K ﹤0.01%
300
-600
3302
$6K ﹤0.01%
428
3303
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+185
3304
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3305
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137
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3306
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3307
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352
-87
3308
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500
3309
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2,052
+244
3310
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600
3311
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3,899
3312
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-140
3313
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3314
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7,000
3315
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3316
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396
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3317
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3318
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226
+26
3319
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3320
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100
3321
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3322
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322
3323
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1,271
3324
$6K ﹤0.01%
134
3325
$6K ﹤0.01%
800