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
2726
$15K ﹤0.01%
863
2727
$15K ﹤0.01%
964
-37
2728
$15K ﹤0.01%
178
2729
$15K ﹤0.01%
268
-21
2730
$15K ﹤0.01%
3,000
-575
2731
$15K ﹤0.01%
1,065
2732
$15K ﹤0.01%
230
-112
2733
$15K ﹤0.01%
125
+42
2734
$15K ﹤0.01%
420
2735
$15K ﹤0.01%
+314
2736
$15K ﹤0.01%
418
2737
$15K ﹤0.01%
3,000
+2,000
2738
$15K ﹤0.01%
201
+34
2739
$15K ﹤0.01%
3,571
2740
$15K ﹤0.01%
1,300
2741
$15K ﹤0.01%
+450
2742
$15K ﹤0.01%
886
2743
$15K ﹤0.01%
795
+577
2744
$15K ﹤0.01%
1,000
2745
$15K ﹤0.01%
218
2746
$15K ﹤0.01%
+865
2747
$15K ﹤0.01%
556
+77
2748
$15K ﹤0.01%
1,302
2749
$15K ﹤0.01%
600
2750
$15K ﹤0.01%
304
+3
108 109
110
111 112