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
3601
$3K ﹤0.01%
1,963
-2,800
3602
$3K ﹤0.01%
100
3603
$3K ﹤0.01%
250
+62
3604
$3K ﹤0.01%
77
3605
$3K ﹤0.01%
45
-120
3606
$3K ﹤0.01%
72
3607
$3K ﹤0.01%
195
3608
$3K ﹤0.01%
100
3609
$3K ﹤0.01%
50
3610
$3K ﹤0.01%
108
3611
$3K ﹤0.01%
45
+9
3612
$3K ﹤0.01%
263
+2
3613
$3K ﹤0.01%
24
+18
3614
$3K ﹤0.01%
100
3615
$3K ﹤0.01%
183
-230
3616
$3K ﹤0.01%
65
3617
$3K ﹤0.01%
231
3618
$3K ﹤0.01%
70
3619
$3K ﹤0.01%
+45
3620
$3K ﹤0.01%
54
-289
3621
$3K ﹤0.01%
124
3622
$3K ﹤0.01%
200
3623
$3K ﹤0.01%
117
3624
$3K ﹤0.01%
+100
3625
$3K ﹤0.01%
+600
143 144
145
146 147