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
3901
$1K ﹤0.01%
20
-100
3902
$1K ﹤0.01%
100
3903
$1K ﹤0.01%
67
3904
$1K ﹤0.01%
+188
3905
$1K ﹤0.01%
13
3906
$1K ﹤0.01%
100
3907
$1K ﹤0.01%
63
3908
$1K ﹤0.01%
128
3909
$1K ﹤0.01%
33
3910
$1K ﹤0.01%
100
3911
$1K ﹤0.01%
61
3912
$1K ﹤0.01%
156
3913
$1K ﹤0.01%
31
3914
$1K ﹤0.01%
133
3915
$1K ﹤0.01%
13
3916
$1K ﹤0.01%
1
3917
$1K ﹤0.01%
32
-98
3918
$1K ﹤0.01%
100
3919
$1K ﹤0.01%
11
3920
$1K ﹤0.01%
400
3921
$1K ﹤0.01%
34
3922
$1K ﹤0.01%
3
3923
$1K ﹤0.01%
16
3924
$1K ﹤0.01%
32
3925
$1K ﹤0.01%
257
+2