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
3726
$2K ﹤0.01%
10
3727
$2K ﹤0.01%
200
3728
$2K ﹤0.01%
+39
3729
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169
3730
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42
3731
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+77
3732
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+42
3733
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102
3734
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+248
3735
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294
3736
$2K ﹤0.01%
100
3737
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85
3738
$2K ﹤0.01%
92
-5
3739
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68
3740
– –
0
3741
$2K ﹤0.01%
158
3742
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3743
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3744
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3745
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140
+30
3746
$2K ﹤0.01%
76
3747
$2K ﹤0.01%
258
3748
$2K ﹤0.01%
100
3749
$2K ﹤0.01%
+152
3750
$2K ﹤0.01%
96
+80
148 149
150
151 152