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
2551
$20K ﹤0.01%
1,227
+21
2552
$20K ﹤0.01%
107
+10
2553
$20K ﹤0.01%
+400
2554
$20K ﹤0.01%
1,092
2555
$20K ﹤0.01%
3,200
-1,000
2556
$20K ﹤0.01%
2,000
2557
$20K ﹤0.01%
1,703
2558
$20K ﹤0.01%
490
2559
$20K ﹤0.01%
700
+200
2560
$20K ﹤0.01%
807
2561
$20K ﹤0.01%
272
+87
2562
$20K ﹤0.01%
5,200
-200
2563
$20K ﹤0.01%
361
+1
2564
$20K ﹤0.01%
211
-104
2565
$20K ﹤0.01%
42
2566
$20K ﹤0.01%
700
2567
$20K ﹤0.01%
34
+16
2568
$20K ﹤0.01%
329
-61
2569
$20K ﹤0.01%
1,857
+33
2570
$20K ﹤0.01%
5,600
+300
2571
$20K ﹤0.01%
110
2572
$20K ﹤0.01%
+673
2573
$20K ﹤0.01%
590
+25
2574
$20K ﹤0.01%
611
+82
2575
$20K ﹤0.01%
950
+9
101 102
103
104 105