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
2301
$30K ﹤0.01%
794
-638
2302
$30K ﹤0.01%
787
-500
2303
$30K ﹤0.01%
597
-2,900
2304
$30K ﹤0.01%
891
-2,128
2305
$30K ﹤0.01%
1,225
-200
2306
$30K ﹤0.01%
+3,000
2307
$30K ﹤0.01%
2,000
2308
$30K ﹤0.01%
2,119
-4
2309
$30K ﹤0.01%
6,525
+3,931
2310
$30K ﹤0.01%
910
+755
2311
$30K ﹤0.01%
750
2312
$30K ﹤0.01%
2,483
2313
$29K ﹤0.01%
1,124
2314
$29K ﹤0.01%
1,745
+1,138
2315
$29K ﹤0.01%
480
-1
2316
$29K ﹤0.01%
362
+16
2317
$29K ﹤0.01%
1,547
-3,616
2318
$29K ﹤0.01%
1,229
-567
2319
$29K ﹤0.01%
1,137
-5,354
2320
$29K ﹤0.01%
420
2321
$29K ﹤0.01%
1,063
+425
2322
$29K ﹤0.01%
+1,330
2323
$29K ﹤0.01%
575
+212
2324
$29K ﹤0.01%
2,100
2325
$29K ﹤0.01%
2,100
91 92
93
94 95