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
3501
$4K ﹤0.01%
179
3502
$4K ﹤0.01%
6,130
+1,130
3503
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119
3504
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3505
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63
3506
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3507
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3508
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300
3509
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-310
3510
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3511
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120
+95
3512
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3513
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3,400
3514
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300
3515
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71
+21
3516
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1,100
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3517
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3518
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3519
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3520
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59
+47
3521
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600
3522
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200
3523
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832
+300
3524
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500
3525
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747