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
3801
$2K ﹤0.01%
23
3802
$2K ﹤0.01%
200
3803
$2K ﹤0.01%
600
3804
$2K ﹤0.01%
57
3805
$2K ﹤0.01%
+81
3806
$1K ﹤0.01%
283
3807
$1K ﹤0.01%
+200
3808
$1K ﹤0.01%
70
3809
$1K ﹤0.01%
+20
3810
$1K ﹤0.01%
127
+125
3811
$1K ﹤0.01%
75
3812
$1K ﹤0.01%
46
3813
$1K ﹤0.01%
100
3814
$1K ﹤0.01%
30
3815
$1K ﹤0.01%
49
3816
$1K ﹤0.01%
25
3817
$1K ﹤0.01%
+22
3818
$1K ﹤0.01%
1
3819
$1K ﹤0.01%
10
3820
$1K ﹤0.01%
59
3821
$1K ﹤0.01%
+35
3822
$1K ﹤0.01%
58
+47
3823
$1K ﹤0.01%
333
3824
$1K ﹤0.01%
55
3825
$1K ﹤0.01%
43