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
2376
$27K ﹤0.01%
3,000
2377
$27K ﹤0.01%
3,125
2378
$27K ﹤0.01%
431
+139
2379
$27K ﹤0.01%
2,131
+13
2380
$27K ﹤0.01%
1,063
-7
2381
$27K ﹤0.01%
706
-9,950
2382
$27K ﹤0.01%
470
+200
2383
$27K ﹤0.01%
402
2384
$27K ﹤0.01%
1,000
2385
$27K ﹤0.01%
1,524
+422
2386
$27K ﹤0.01%
788
2387
$27K ﹤0.01%
192
2388
$27K ﹤0.01%
2,385
+2,384
2389
$27K ﹤0.01%
261
-197
2390
$26K ﹤0.01%
298
+40
2391
$26K ﹤0.01%
1,071
+322
2392
$26K ﹤0.01%
1,819
+408
2393
$26K ﹤0.01%
9,220
2394
$26K ﹤0.01%
6,847
+200
2395
$26K ﹤0.01%
509
+444
2396
$26K ﹤0.01%
2,859
+1,667
2397
$26K ﹤0.01%
1,567
+18
2398
$26K ﹤0.01%
600
-11,742
2399
$26K ﹤0.01%
1,185
2400
$26K ﹤0.01%
1,307
+178
94 95
96
97 98