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
3876
$1K ﹤0.01%
11
3877
$1K ﹤0.01%
212
-1
3878
$1K ﹤0.01%
13
+8
3879
$1K ﹤0.01%
550
3880
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142
3881
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1,000
3882
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200
3883
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+50
3884
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20
-100
3885
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+34
3886
$1K ﹤0.01%
+200
3887
$1K ﹤0.01%
+22
3888
$1K ﹤0.01%
200
3889
$1K ﹤0.01%
257
3890
$1K ﹤0.01%
30
3891
$1K ﹤0.01%
+59
3892
$1K ﹤0.01%
100
3893
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3894
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3895
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3896
$1K ﹤0.01%
56
3897
$1K ﹤0.01%
17
-2
3898
$1K ﹤0.01%
19
3899
$1K ﹤0.01%
100
3900
$1K ﹤0.01%
81
154 155
156
157 158