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

Top Sells

1
+$45.1M
2
+$4.79M
3
+$4.33M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.46M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.41M

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
2476
$23K ﹤0.01%
1,938
+1,072
2477
$23K ﹤0.01%
330
+80
2478
$23K ﹤0.01%
475
+50
2479
$23K ﹤0.01%
449
+82
2480
$23K ﹤0.01%
448
+1
2481
$23K ﹤0.01%
825
-155
2482
$23K ﹤0.01%
183
2483
$23K ﹤0.01%
1,330
+337
2484
$23K ﹤0.01%
350
+111
2485
$23K ﹤0.01%
3,759
-2,941
2486
$23K ﹤0.01%
15,423
2487
$23K ﹤0.01%
1,269
+60
2488
$22K ﹤0.01%
1,686
2489
$22K ﹤0.01%
4,588
+666
2490
$22K ﹤0.01%
+2,200
2491
$22K ﹤0.01%
1,000
+500
2492
$22K ﹤0.01%
367
-458
2493
$22K ﹤0.01%
890
-900
2494
$22K ﹤0.01%
970
+100
2495
$22K ﹤0.01%
+725
2496
$22K ﹤0.01%
341
2497
$22K ﹤0.01%
1,500
2498
$22K ﹤0.01%
1,948
2499
$22K ﹤0.01%
740
2500
$22K ﹤0.01%
3
98 99
100
101 102