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
$2.51B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,409
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$6.16M
3
+$5.12M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.85M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.26M

Top Sells

1
+$6.04M
2
+$4.93M
3
+$3.27M
4
DD
Du Pont De Nemours E I
DD
+$3.09M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.02M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$23K ﹤0.01%
323
2477
$23K ﹤0.01%
450
2478
$23K ﹤0.01%
725
2479
$23K ﹤0.01%
1,151
-398
2480
$23K ﹤0.01%
1,247
-386
2481
$23K ﹤0.01%
2,510
+1,100
2482
$23K ﹤0.01%
1,378
-544
2483
$23K ﹤0.01%
2,000
2484
$23K ﹤0.01%
+800
2485
$23K ﹤0.01%
2,143
+12
2486
$23K ﹤0.01%
1,000
-29
2487
$23K ﹤0.01%
330
-204
2488
$23K ﹤0.01%
825
2489
$23K ﹤0.01%
1,950
-1,900
2490
$23K ﹤0.01%
361
2491
$23K ﹤0.01%
600
-138
2492
$23K ﹤0.01%
2,514
+440
2493
$23K ﹤0.01%
160
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2494
$23K ﹤0.01%
1,500
2495
$22K ﹤0.01%
630
-963
2496
$22K ﹤0.01%
4,644
2497
$22K ﹤0.01%
777
+4
2498
$22K ﹤0.01%
586
-706
2499
$22K ﹤0.01%
600
2500
$22K ﹤0.01%
258
-40
98 99
100
101 102