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
3701
$2K ﹤0.01%
100
3702
$2K ﹤0.01%
58
+45
3703
$2K ﹤0.01%
42
3704
$2K ﹤0.01%
68
3705
$2K ﹤0.01%
87
3706
$2K ﹤0.01%
94
-34
3707
$2K ﹤0.01%
60
+55
3708
$2K ﹤0.01%
101
3709
$2K ﹤0.01%
128
+116
3710
$2K ﹤0.01%
57
3711
$2K ﹤0.01%
64
3712
$2K ﹤0.01%
130
+100
3713
$2K ﹤0.01%
135
+35
3714
$2K ﹤0.01%
60
3715
$2K ﹤0.01%
573
3716
$2K ﹤0.01%
85
3717
$2K ﹤0.01%
62
-207
3718
$2K ﹤0.01%
500
3719
$2K ﹤0.01%
52
3720
$2K ﹤0.01%
1,380
3721
$2K ﹤0.01%
+100
3722
$2K ﹤0.01%
610
3723
$2K ﹤0.01%
160
3724
$2K ﹤0.01%
+119
3725
$2K ﹤0.01%
99
147 148
149
150 151