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
3526
$4K ﹤0.01%
195
3527
$4K ﹤0.01%
+272
3528
$4K ﹤0.01%
448
-41
3529
$4K ﹤0.01%
132
3530
$4K ﹤0.01%
114
3531
$4K ﹤0.01%
437
-14,000
3532
$4K ﹤0.01%
284
+212
3533
$4K ﹤0.01%
321
3534
$4K ﹤0.01%
625
3535
$4K ﹤0.01%
68
3536
$4K ﹤0.01%
150
3537
$4K ﹤0.01%
80
3538
$4K ﹤0.01%
40
3539
$4K ﹤0.01%
6
3540
$4K ﹤0.01%
27
3541
$4K ﹤0.01%
200
3542
$4K ﹤0.01%
250
+161
3543
$4K ﹤0.01%
115
3544
$4K ﹤0.01%
150
3545
$3K ﹤0.01%
100
3546
$3K ﹤0.01%
+343
3547
$3K ﹤0.01%
189
+100
3548
$3K ﹤0.01%
49
3549
$3K ﹤0.01%
92
3550
$3K ﹤0.01%
97
-4,739
140 141
142
143 144