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
2001
$46K ﹤0.01%
299
+140
2002
$46K ﹤0.01%
4,854
-70
2003
$46K ﹤0.01%
1,663
2004
$46K ﹤0.01%
607
+430
2005
$46K ﹤0.01%
3,398
2006
$46K ﹤0.01%
3,970
2007
$46K ﹤0.01%
1,336
2008
$46K ﹤0.01%
379
+27
2009
$46K ﹤0.01%
1,165
2010
$46K ﹤0.01%
1,717
-335
2011
$45K ﹤0.01%
850
-27
2012
$45K ﹤0.01%
1,570
+1,169
2013
$45K ﹤0.01%
500
2014
$45K ﹤0.01%
897
-300
2015
$45K ﹤0.01%
478
2016
$45K ﹤0.01%
1,170
-5
2017
$45K ﹤0.01%
239
2018
$45K ﹤0.01%
1,016
+972
2019
$45K ﹤0.01%
1,602
2020
$45K ﹤0.01%
1,987
-427
2021
$45K ﹤0.01%
3,088
+1
2022
$45K ﹤0.01%
698
2023
$45K ﹤0.01%
326
+70
2024
$45K ﹤0.01%
14,095
2025
$45K ﹤0.01%
4,138
-7,800
79 80
81
82 83