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
3951
$1K ﹤0.01%
44
-152
3952
$1K ﹤0.01%
35
3953
$1K ﹤0.01%
100
3954
$1K ﹤0.01%
67
3955
$1K ﹤0.01%
+188
3956
$1K ﹤0.01%
13
3957
$1K ﹤0.01%
100
3958
$1K ﹤0.01%
63
3959
$1K ﹤0.01%
128
3960
$1K ﹤0.01%
33
3961
$1K ﹤0.01%
31
3962
$1K ﹤0.01%
133
3963
$1K ﹤0.01%
13
3964
$1K ﹤0.01%
1
3965
$1K ﹤0.01%
32
-98
3966
$1K ﹤0.01%
100
3967
$1K ﹤0.01%
11
3968
$1K ﹤0.01%
+80
3969
$1K ﹤0.01%
400
3970
$1K ﹤0.01%
34
3971
$1K ﹤0.01%
3
3972
$1K ﹤0.01%
16
3973
$1K ﹤0.01%
30
-38
3974
$1K ﹤0.01%
50
3975
$1K ﹤0.01%
628
157 158
159
160 161