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
2926
$11K ﹤0.01%
2
2927
$11K ﹤0.01%
231
-732
2928
$11K ﹤0.01%
540
+522
2929
$11K ﹤0.01%
137
-22
2930
$11K ﹤0.01%
114
2931
$11K ﹤0.01%
243
+158
2932
$11K ﹤0.01%
+380
2933
$11K ﹤0.01%
6,625
2934
$11K ﹤0.01%
4,483
2935
$11K ﹤0.01%
78
2936
$11K ﹤0.01%
800
-14,060
2937
$11K ﹤0.01%
+331
2938
$11K ﹤0.01%
102
2939
$11K ﹤0.01%
50
-15
2940
$11K ﹤0.01%
148
2941
$11K ﹤0.01%
500
2942
$11K ﹤0.01%
+175
2943
$11K ﹤0.01%
1,000
2944
$11K ﹤0.01%
8
+2
2945
$11K ﹤0.01%
588
+450
2946
$11K ﹤0.01%
295
2947
$11K ﹤0.01%
700
2948
$11K ﹤0.01%
691
+52
2949
$11K ﹤0.01%
257
2950
$11K ﹤0.01%
103
116 117
118
119 120