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
3326
$6K ﹤0.01%
577
+311
3327
$6K ﹤0.01%
2,839
3328
$5K ﹤0.01%
652
3329
$5K ﹤0.01%
378
+158
3330
$5K ﹤0.01%
+44
3331
$5K ﹤0.01%
400
+200
3332
$5K ﹤0.01%
300
3333
$5K ﹤0.01%
1,600
3334
$5K ﹤0.01%
237
+138
3335
$5K ﹤0.01%
+1,000
3336
$5K ﹤0.01%
+1,000
3337
$5K ﹤0.01%
1,400
-7,867
3338
$5K ﹤0.01%
127
+73
3339
$5K ﹤0.01%
600
3340
$5K ﹤0.01%
650
3341
$5K ﹤0.01%
264
+3
3342
$5K ﹤0.01%
964
-15,731
3343
$5K ﹤0.01%
758
3344
$5K ﹤0.01%
162
3345
$5K ﹤0.01%
165
3346
$5K ﹤0.01%
41
+40
3347
$5K ﹤0.01%
207
+99
3348
$5K ﹤0.01%
257
3349
$5K ﹤0.01%
17
+10
3350
$5K ﹤0.01%
192
-13