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
3426
$5K ﹤0.01%
249
3427
$5K ﹤0.01%
392
3428
$5K ﹤0.01%
1,335
3429
$5K ﹤0.01%
590
3430
$5K ﹤0.01%
+95
3431
$5K ﹤0.01%
4
3432
$5K ﹤0.01%
100
3433
$5K ﹤0.01%
39
3434
$5K ﹤0.01%
199
-41
3435
$5K ﹤0.01%
67
-10
3436
$5K ﹤0.01%
186
+41
3437
$5K ﹤0.01%
150
3438
$4K ﹤0.01%
101
-235
3439
$4K ﹤0.01%
625
3440
$4K ﹤0.01%
330
-4,891
3441
$4K ﹤0.01%
958
+697
3442
$4K ﹤0.01%
35
3443
$4K ﹤0.01%
30
3444
$4K ﹤0.01%
51
3445
$4K ﹤0.01%
751
3446
$4K ﹤0.01%
6
3447
$4K ﹤0.01%
78
3448
$4K ﹤0.01%
48
3449
$4K ﹤0.01%
58
+53
3450
$4K ﹤0.01%
300
136 137
138
139 140