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
2751
$15K ﹤0.01%
1,000
+700
2752
$15K ﹤0.01%
439
2753
$15K ﹤0.01%
1,000
2754
$14K ﹤0.01%
333
-46
2755
$14K ﹤0.01%
893
2756
$14K ﹤0.01%
500
2757
$14K ﹤0.01%
662
-2,085
2758
$14K ﹤0.01%
969
+5
2759
$14K ﹤0.01%
1,000
2760
$14K ﹤0.01%
2,295
+1,680
2761
$14K ﹤0.01%
924
+200
2762
$14K ﹤0.01%
362
+9
2763
$14K ﹤0.01%
286
2764
$14K ﹤0.01%
1,377
+223
2765
$14K ﹤0.01%
1,315
+1,064
2766
$14K ﹤0.01%
+600
2767
$14K ﹤0.01%
615
-85
2768
$14K ﹤0.01%
+150
2769
$14K ﹤0.01%
385
2770
$14K ﹤0.01%
399
2771
$14K ﹤0.01%
657
2772
$14K ﹤0.01%
+645
2773
$14K ﹤0.01%
1,600
2774
$14K ﹤0.01%
474
2775
$14K ﹤0.01%
+785
109 110
111
112 113