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
2876
$12K ﹤0.01%
793
2877
$12K ﹤0.01%
170
2878
$12K ﹤0.01%
+276
2879
$12K ﹤0.01%
717
-500
2880
$12K ﹤0.01%
2,829
+757
2881
$12K ﹤0.01%
100
+90
2882
$12K ﹤0.01%
320
+20
2883
$12K ﹤0.01%
337
+120
2884
$12K ﹤0.01%
400
+205
2885
– –
0
2886
$12K ﹤0.01%
22
2887
$12K ﹤0.01%
1,223
+500
2888
$12K ﹤0.01%
400
2889
$12K ﹤0.01%
1,260
2890
$12K ﹤0.01%
240
-60
2891
$12K ﹤0.01%
1,143
+343
2892
$12K ﹤0.01%
+433
2893
$12K ﹤0.01%
622
-250
2894
$12K ﹤0.01%
909
+2
2895
$12K ﹤0.01%
1,307
+500
2896
$12K ﹤0.01%
1,081
-1,081
2897
$12K ﹤0.01%
1,361
2898
$12K ﹤0.01%
251
+202
2899
$12K ﹤0.01%
158
-761
2900
$12K ﹤0.01%
300
+155
114 115
116
117 118