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
3751
$2K ﹤0.01%
100
3752
$2K ﹤0.01%
138
3753
$2K ﹤0.01%
70
-3,760
3754
$2K ﹤0.01%
+137
3755
$2K ﹤0.01%
225
3756
$2K ﹤0.01%
100
3757
$2K ﹤0.01%
42
+29
3758
$2K ﹤0.01%
77
-55
3759
$2K ﹤0.01%
167
-286
3760
$2K ﹤0.01%
54
3761
$2K ﹤0.01%
72
3762
$2K ﹤0.01%
2,500
3763
$2K ﹤0.01%
72
3764
$2K ﹤0.01%
+150
3765
$2K ﹤0.01%
230
3766
$2K ﹤0.01%
100
3767
$2K ﹤0.01%
13
3768
$2K ﹤0.01%
22
3769
$2K ﹤0.01%
140
3770
$2K ﹤0.01%
101
-44
3771
$2K ﹤0.01%
+600
3772
$2K ﹤0.01%
775
3773
$2K ﹤0.01%
1,300
3774
$2K ﹤0.01%
530
3775
$2K ﹤0.01%
+74
149 150
151
152 153