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
2976
$10K ﹤0.01%
254
2977
$10K ﹤0.01%
246
-4
2978
$10K ﹤0.01%
6,000
2979
$10K ﹤0.01%
146
+100
2980
$10K ﹤0.01%
313
+100
2981
$10K ﹤0.01%
360
-864
2982
$10K ﹤0.01%
+400
2983
$10K ﹤0.01%
352
+214
2984
$10K ﹤0.01%
772
-107
2985
$10K ﹤0.01%
198
2986
$10K ﹤0.01%
254
2987
$10K ﹤0.01%
705
+245
2988
$10K ﹤0.01%
420
+234
2989
$10K ﹤0.01%
593
+105
2990
$10K ﹤0.01%
200
-400
2991
$10K ﹤0.01%
130
-126
2992
$10K ﹤0.01%
+1,090
2993
$10K ﹤0.01%
250
2994
$10K ﹤0.01%
135
-35,351
2995
$10K ﹤0.01%
357
+14
2996
$10K ﹤0.01%
485
2997
$10K ﹤0.01%
270
+170
2998
$10K ﹤0.01%
103
2999
$10K ﹤0.01%
426
+157
3000
$10K ﹤0.01%
300
118 119
120
121 122