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
2451
$24K ﹤0.01%
1,029
2452
$24K ﹤0.01%
937
2453
$24K ﹤0.01%
595
2454
$24K ﹤0.01%
26
2455
$24K ﹤0.01%
848
-413
2456
$24K ﹤0.01%
1,215
-15
2457
$24K ﹤0.01%
243
2458
$24K ﹤0.01%
1,195
2459
$24K ﹤0.01%
950
2460
$24K ﹤0.01%
738
+134
2461
$24K ﹤0.01%
5,455
-1,200
2462
$24K ﹤0.01%
30,517
-4,000
2463
$24K ﹤0.01%
921
2464
$23K ﹤0.01%
+4,000
2465
$23K ﹤0.01%
1,477
2466
$23K ﹤0.01%
1,500
2467
$23K ﹤0.01%
1,229
+31
2468
$23K ﹤0.01%
357
+2
2469
$23K ﹤0.01%
434
+70
2470
$23K ﹤0.01%
1,500
2471
$23K ﹤0.01%
794
2472
$23K ﹤0.01%
2,873
+1,015
2473
$23K ﹤0.01%
595
2474
$23K ﹤0.01%
1,460
2475
$23K ﹤0.01%
729
-265
97 98
99
100 101