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
2601
$19K ﹤0.01%
963
+680
2602
$19K ﹤0.01%
9,787
+1,963
2603
$19K ﹤0.01%
+312
2604
$19K ﹤0.01%
862
-490
2605
$19K ﹤0.01%
1,105
+565
2606
$19K ﹤0.01%
1,187
2607
$19K ﹤0.01%
1,262
+870
2608
$19K ﹤0.01%
1,100
2609
$19K ﹤0.01%
900
2610
$19K ﹤0.01%
686
2611
$18K ﹤0.01%
1,146
2612
$18K ﹤0.01%
214
+82
2613
$18K ﹤0.01%
+195
2614
$18K ﹤0.01%
1,000
2615
$18K ﹤0.01%
615
+180
2616
$18K ﹤0.01%
463
-13
2617
$18K ﹤0.01%
802
+750
2618
$18K ﹤0.01%
600
2619
$18K ﹤0.01%
1,104
+1,018
2620
$18K ﹤0.01%
+622
2621
$18K ﹤0.01%
1,327
+14
2622
$18K ﹤0.01%
1,068
+197
2623
$18K ﹤0.01%
1,043
2624
$18K ﹤0.01%
700
2625
$18K ﹤0.01%
1,210
-104
103 104
105
106 107