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
3776
$2K ﹤0.01%
300
+200
3777
$2K ﹤0.01%
140
-1
3778
$2K ﹤0.01%
20
-40
3779
$2K ﹤0.01%
100
3780
$2K ﹤0.01%
318
+100
3781
$2K ﹤0.01%
1,200
3782
$2K ﹤0.01%
+411
3783
$2K ﹤0.01%
146
+133
3784
$2K ﹤0.01%
38
3785
$2K ﹤0.01%
257
-692
3786
$2K ﹤0.01%
+300
3787
$2K ﹤0.01%
100
-13,920
3788
$2K ﹤0.01%
109
3789
$2K ﹤0.01%
81
3790
$2K ﹤0.01%
33
-80
3791
$2K ﹤0.01%
181
-1,049
3792
$2K ﹤0.01%
+33
3793
$2K ﹤0.01%
23
3794
$2K ﹤0.01%
200
3795
$2K ﹤0.01%
600
3796
$2K ﹤0.01%
57
3797
$2K ﹤0.01%
+81
3798
$2K ﹤0.01%
135
3799
$2K ﹤0.01%
334
3800
$2K ﹤0.01%
361
150 151
152
153 154