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
1776
$64K ﹤0.01%
3,991
+640
1777
$64K ﹤0.01%
2,610
+4
1778
$64K ﹤0.01%
1,758
-150
1779
$64K ﹤0.01%
+2,000
1780
$64K ﹤0.01%
1,765
+1,358
1781
$64K ﹤0.01%
1,751
-8,873
1782
$64K ﹤0.01%
12,649
1783
$64K ﹤0.01%
12,634
-373
1784
$64K ﹤0.01%
2,462
-1,360
1785
$64K ﹤0.01%
9,010
-2,950
1786
$64K ﹤0.01%
1,976
+25
1787
$64K ﹤0.01%
738
+59
1788
$64K ﹤0.01%
1,778
+781
1789
$64K ﹤0.01%
3,511
+3,500
1790
$63K ﹤0.01%
2,300
+350
1791
$63K ﹤0.01%
345
-116
1792
$63K ﹤0.01%
3,625
1793
$63K ﹤0.01%
1,345
+42
1794
$63K ﹤0.01%
2,608
-78
1795
$63K ﹤0.01%
1,601
+968
1796
$63K ﹤0.01%
2,761
+2,433
1797
$63K ﹤0.01%
2,242
+12
1798
$63K ﹤0.01%
1,452
+113
1799
$62K ﹤0.01%
1,507
1800
$62K ﹤0.01%
1,659
+112
70 71
72
73 74