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
3651
$3K ﹤0.01%
+1,092
3652
$3K ﹤0.01%
+137
3653
$3K ﹤0.01%
301
3654
$3K ﹤0.01%
200
3655
$3K ﹤0.01%
1,000
3656
$2K ﹤0.01%
180
3657
$2K ﹤0.01%
65
3658
$2K ﹤0.01%
1,600
3659
$2K ﹤0.01%
1,436
-1,000
3660
$2K ﹤0.01%
+25
3661
$2K ﹤0.01%
59
3662
$2K ﹤0.01%
242
-16
3663
$2K ﹤0.01%
254
3664
$2K ﹤0.01%
6
3665
$2K ﹤0.01%
6
3666
$2K ﹤0.01%
+100
3667
$2K ﹤0.01%
+83
3668
$2K ﹤0.01%
162
3669
$2K ﹤0.01%
400
3670
$2K ﹤0.01%
175
3671
$2K ﹤0.01%
31
3672
$2K ﹤0.01%
100
-1,709
3673
$2K ﹤0.01%
+62
3674
$2K ﹤0.01%
78
3675
$2K ﹤0.01%
216
145 146
147
148 149