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
3401
$5K ﹤0.01%
4,000
3402
$5K ﹤0.01%
166
+48
3403
$5K ﹤0.01%
327
3404
$5K ﹤0.01%
+50
3405
$5K ﹤0.01%
141
-354
3406
$5K ﹤0.01%
+175
3407
$5K ﹤0.01%
162
3408
$5K ﹤0.01%
139
3409
$5K ﹤0.01%
155
-122
3410
$5K ﹤0.01%
150
3411
$5K ﹤0.01%
+240
3412
$5K ﹤0.01%
375
3413
$5K ﹤0.01%
221
+73
3414
$5K ﹤0.01%
127
+44
3415
$5K ﹤0.01%
694
3416
$5K ﹤0.01%
200
3417
$5K ﹤0.01%
75
+50
3418
$5K ﹤0.01%
149
+3
3419
$5K ﹤0.01%
59
3420
$5K ﹤0.01%
115
-92
3421
$5K ﹤0.01%
679
+8
3422
$5K ﹤0.01%
275
3423
$5K ﹤0.01%
600
3424
$5K ﹤0.01%
1,000
3425
$5K ﹤0.01%
178
135 136
137
138 139