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
3901
$1K ﹤0.01%
200
3902
$1K ﹤0.01%
275
3903
$1K ﹤0.01%
59
3904
$1K ﹤0.01%
+35
3905
$1K ﹤0.01%
43
3906
$1K ﹤0.01%
92
-21
3907
$1K ﹤0.01%
36
3908
$1K ﹤0.01%
31
-94
3909
$1K ﹤0.01%
60
3910
$1K ﹤0.01%
32
3911
$1K ﹤0.01%
257
+2
3912
$1K ﹤0.01%
216
3913
$1K ﹤0.01%
80
-299
3914
$1K ﹤0.01%
900
3915
$1K ﹤0.01%
6
3916
$1K ﹤0.01%
30
3917
$1K ﹤0.01%
105
+3
3918
$1K ﹤0.01%
23
3919
$1K ﹤0.01%
66
3920
$1K ﹤0.01%
33
3921
$1K ﹤0.01%
250
-1,660
3922
$1K ﹤0.01%
162
3923
$1K ﹤0.01%
34
3924
$1K ﹤0.01%
51
3925
$1K ﹤0.01%
40
-313
155 156
157
158 159