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
2826
$13K ﹤0.01%
164
+28
2827
$13K ﹤0.01%
546
2828
$13K ﹤0.01%
198
2829
$13K ﹤0.01%
274
-55
2830
$13K ﹤0.01%
1,234
+11
2831
$13K ﹤0.01%
305
2832
$13K ﹤0.01%
350
2833
$13K ﹤0.01%
818
2834
$13K ﹤0.01%
450
2835
$13K ﹤0.01%
324
2836
$13K ﹤0.01%
61
2837
$13K ﹤0.01%
+1,134
2838
$13K ﹤0.01%
1,000
2839
$13K ﹤0.01%
450
-12,720
2840
$13K ﹤0.01%
323
2841
$13K ﹤0.01%
571
+57
2842
$13K ﹤0.01%
5,463
2843
$13K ﹤0.01%
1,293
-1,845
2844
$13K ﹤0.01%
331
+45
2845
$13K ﹤0.01%
133
+25
2846
$13K ﹤0.01%
250
2847
$13K ﹤0.01%
1,575
+549
2848
$13K ﹤0.01%
889
2849
$13K ﹤0.01%
+125
2850
$13K ﹤0.01%
265
-38
112 113
114
115 116