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
2901
$11K ﹤0.01%
280
2902
$11K ﹤0.01%
522
-16
2903
$11K ﹤0.01%
813
2904
$11K ﹤0.01%
859
-1,250
2905
$11K ﹤0.01%
1,363
-550
2906
$11K ﹤0.01%
160
2907
$11K ﹤0.01%
288
-9
2908
$11K ﹤0.01%
356
+10
2909
$11K ﹤0.01%
430
2910
$11K ﹤0.01%
183
+50
2911
$11K ﹤0.01%
272
-10,078
2912
$11K ﹤0.01%
263
-350
2913
$11K ﹤0.01%
864
+9
2914
$11K ﹤0.01%
558
-1,675
2915
$11K ﹤0.01%
1,700
-2,000
2916
$11K ﹤0.01%
300
+68
2917
$11K ﹤0.01%
334
+119
2918
$11K ﹤0.01%
4,491
+1,240
2919
$11K ﹤0.01%
1,075
+387
2920
$11K ﹤0.01%
757
2921
$11K ﹤0.01%
412
2922
$11K ﹤0.01%
738
-1,000
2923
$11K ﹤0.01%
657
+438
2924
$11K ﹤0.01%
159
+1
2925
$11K ﹤0.01%
454
-33
115 116
117
118 119