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
1851
$58K ﹤0.01%
1,508
-2,300
1852
$58K ﹤0.01%
3,390
+10
1853
$58K ﹤0.01%
2,307
+1,170
1854
$58K ﹤0.01%
3,350
-750
1855
$58K ﹤0.01%
2,290
+1,164
1856
$58K ﹤0.01%
889
+556
1857
$58K ﹤0.01%
2,241
1858
$58K ﹤0.01%
623
-227
1859
$58K ﹤0.01%
1,234
1860
$58K ﹤0.01%
6,574
-1,219
1861
$57K ﹤0.01%
2,063
+98
1862
$57K ﹤0.01%
+1,600
1863
$57K ﹤0.01%
2,417
+2,144
1864
$57K ﹤0.01%
2,043
-975
1865
$57K ﹤0.01%
6,352
1866
$57K ﹤0.01%
3,340
+250
1867
$57K ﹤0.01%
3,566
+3,248
1868
$57K ﹤0.01%
+3,305
1869
$57K ﹤0.01%
3,930
-100
1870
$57K ﹤0.01%
3,103
1871
$57K ﹤0.01%
1,279
+7
1872
$57K ﹤0.01%
700
+368
1873
$57K ﹤0.01%
+987
1874
$57K ﹤0.01%
3,767
-2,000
1875
$57K ﹤0.01%
733
+14
73 74
75
76 77