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
3551
$3K ﹤0.01%
133
3552
$3K ﹤0.01%
180
3553
$3K ﹤0.01%
273
+40
3554
$3K ﹤0.01%
100
3555
$3K ﹤0.01%
78
-58
3556
$3K ﹤0.01%
100
3557
$3K ﹤0.01%
69
3558
$3K ﹤0.01%
60
-324
3559
$3K ﹤0.01%
26
3560
$3K ﹤0.01%
200
3561
$3K ﹤0.01%
300
3562
$3K ﹤0.01%
+54
3563
$3K ﹤0.01%
200
3564
$3K ﹤0.01%
97
3565
$3K ﹤0.01%
49
3566
$3K ﹤0.01%
42
-56
3567
$3K ﹤0.01%
239
-2,000
3568
$3K ﹤0.01%
129
+32
3569
$3K ﹤0.01%
185
-3,100
3570
$3K ﹤0.01%
+200
3571
$3K ﹤0.01%
44
3572
$3K ﹤0.01%
67
3573
$3K ﹤0.01%
82
3574
$3K ﹤0.01%
95
3575
$3K ﹤0.01%
112
141 142
143
144 145