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
2626
$18K ﹤0.01%
1,342
+552
2627
$18K ﹤0.01%
811
+611
2628
$18K ﹤0.01%
7,334
-1,399
2629
$18K ﹤0.01%
128
+1
2630
$18K ﹤0.01%
+1,465
2631
$18K ﹤0.01%
310
+28
2632
$18K ﹤0.01%
523
+5
2633
$17K ﹤0.01%
1,200
2634
$17K ﹤0.01%
200
+63
2635
$17K ﹤0.01%
748
-1,030
2636
$17K ﹤0.01%
1,452
2637
$17K ﹤0.01%
451
+6
2638
$17K ﹤0.01%
559
2639
$17K ﹤0.01%
208
+50
2640
$17K ﹤0.01%
182
2641
$17K ﹤0.01%
2,000
2642
$17K ﹤0.01%
5,100
-300
2643
$17K ﹤0.01%
1,158
2644
$17K ﹤0.01%
590
-2,400
2645
$17K ﹤0.01%
581
+45
2646
$17K ﹤0.01%
4,910
-300
2647
$17K ﹤0.01%
2,454
-380
2648
$17K ﹤0.01%
1,225
2649
$17K ﹤0.01%
905
+166
2650
$17K ﹤0.01%
3,105
+1,973
104 105
106
107 108