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
3676
$2K ﹤0.01%
141
+100
3677
– –
0
3678
$2K ﹤0.01%
364
+39
3679
– –
0
3680
$2K ﹤0.01%
52
-174
3681
$2K ﹤0.01%
100
-37
3682
$2K ﹤0.01%
+308
3683
$2K ﹤0.01%
600
3684
$2K ﹤0.01%
82
3685
$2K ﹤0.01%
54
+16
3686
$2K ﹤0.01%
10
3687
$2K ﹤0.01%
50
3688
$2K ﹤0.01%
44
+40
3689
$2K ﹤0.01%
70
3690
$2K ﹤0.01%
188
3691
$2K ﹤0.01%
57
3692
$2K ﹤0.01%
+40
3693
$2K ﹤0.01%
+104
3694
$2K ﹤0.01%
70
3695
$2K ﹤0.01%
66
+55
3696
$2K ﹤0.01%
50
3697
$2K ﹤0.01%
21
+3
3698
$2K ﹤0.01%
18
3699
$2K ﹤0.01%
+104
3700
$2K ﹤0.01%
+100
146 147
148
149 150