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
3976
$1K ﹤0.01%
100
3977
$1K ﹤0.01%
162
3978
$1K ﹤0.01%
+114
3979
$1K ﹤0.01%
5
3980
$1K ﹤0.01%
17
-9
3981
$1K ﹤0.01%
50
3982
$1K ﹤0.01%
12
3983
$1K ﹤0.01%
100
3984
$1K ﹤0.01%
+1
3985
$1K ﹤0.01%
565
3986
$1K ﹤0.01%
31
-54
3987
$1K ﹤0.01%
+31
3988
$1K ﹤0.01%
9
3989
$1K ﹤0.01%
12
3990
$1K ﹤0.01%
29
3991
$1K ﹤0.01%
42
3992
$1K ﹤0.01%
680
+100
3993
$1K ﹤0.01%
100
3994
$1K ﹤0.01%
570
3995
$1K ﹤0.01%
10
3996
$1K ﹤0.01%
6
-22
3997
$1K ﹤0.01%
42
-22
3998
– –
0
3999
$1K ﹤0.01%
24
4000
$1K ﹤0.01%
600
158 159
160
161 162