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
2501
$22K ﹤0.01%
639
-4
2502
$22K ﹤0.01%
506
2503
$22K ﹤0.01%
317
2504
$22K ﹤0.01%
4,644
-1,060
2505
$22K ﹤0.01%
357
+133
2506
$22K ﹤0.01%
495
+2
2507
$22K ﹤0.01%
1,140
-188
2508
$22K ﹤0.01%
574
+466
2509
$22K ﹤0.01%
+434
2510
$22K ﹤0.01%
353
2511
$22K ﹤0.01%
396
2512
$22K ﹤0.01%
58
2513
$22K ﹤0.01%
1,960
+1,900
2514
$22K ﹤0.01%
927
-105
2515
$22K ﹤0.01%
21,208
2516
$22K ﹤0.01%
570
2517
$22K ﹤0.01%
2,000
2518
$22K ﹤0.01%
3,670
-1,686
2519
$22K ﹤0.01%
687
-160
2520
$22K ﹤0.01%
3,000
2521
$21K ﹤0.01%
400
2522
$21K ﹤0.01%
323
2523
$21K ﹤0.01%
408
2524
$21K ﹤0.01%
6,200
2525
$21K ﹤0.01%
450
99 100
101
102 103