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
2951
$11K ﹤0.01%
164
2952
$11K ﹤0.01%
250
2953
$11K ﹤0.01%
512
2954
$11K ﹤0.01%
111
+19
2955
$11K ﹤0.01%
+450
2956
$11K ﹤0.01%
301
2957
$11K ﹤0.01%
132
-124
2958
$11K ﹤0.01%
1,000
2959
$11K ﹤0.01%
4,071
2960
$11K ﹤0.01%
+887
2961
$11K ﹤0.01%
1,000
-1,000
2962
$11K ﹤0.01%
283
2963
$11K ﹤0.01%
+553
2964
$11K ﹤0.01%
580
2965
$11K ﹤0.01%
125
2966
$10K ﹤0.01%
125
-74
2967
$10K ﹤0.01%
+2,157
2968
$10K ﹤0.01%
126
+1
2969
$10K ﹤0.01%
873
+843
2970
$10K ﹤0.01%
3,820
+1,100
2971
$10K ﹤0.01%
646
-732
2972
$10K ﹤0.01%
296
2973
$10K ﹤0.01%
156
-250
2974
$10K ﹤0.01%
215
2975
$10K ﹤0.01%
916
117 118
119
120 121