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
3476
$4K ﹤0.01%
449
+1
3477
$4K ﹤0.01%
70
3478
$4K ﹤0.01%
56
3479
$4K ﹤0.01%
220
3480
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171
3481
$4K ﹤0.01%
318
3482
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240
3483
$4K ﹤0.01%
9
-568
3484
$4K ﹤0.01%
195
+23
3485
$4K ﹤0.01%
150
+76
3486
$4K ﹤0.01%
150
-800
3487
$4K ﹤0.01%
+96
3488
$4K ﹤0.01%
200
3489
$4K ﹤0.01%
110
3490
$4K ﹤0.01%
43
+25
3491
$4K ﹤0.01%
+57
3492
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135
3493
$4K ﹤0.01%
100
-10,200
3494
$4K ﹤0.01%
+110
3495
$4K ﹤0.01%
+186
3496
$4K ﹤0.01%
84
3497
$4K ﹤0.01%
+196
3498
$4K ﹤0.01%
48
3499
$4K ﹤0.01%
324
+40
3500
$4K ﹤0.01%
132
-185
138 139
140
141 142