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
2551
$20K ﹤0.01%
645
+521
2552
$20K ﹤0.01%
900
2553
$20K ﹤0.01%
543
-257
2554
$20K ﹤0.01%
1,050
-3,000
2555
$20K ﹤0.01%
420
2556
$20K ﹤0.01%
602
2557
$20K ﹤0.01%
3,148
2558
$20K ﹤0.01%
549
+350
2559
$20K ﹤0.01%
222
+11
2560
$20K ﹤0.01%
490
2561
$20K ﹤0.01%
706
-435
2562
$20K ﹤0.01%
807
2563
$20K ﹤0.01%
+300
2564
$20K ﹤0.01%
267
-94
2565
$20K ﹤0.01%
2,983
+838
2566
$20K ﹤0.01%
1,116
-94
2567
$20K ﹤0.01%
1,313
-17
2568
$20K ﹤0.01%
300
+152
2569
$20K ﹤0.01%
1,000
2570
$20K ﹤0.01%
819
-483
2571
$20K ﹤0.01%
1,187
2572
$20K ﹤0.01%
533
-46
2573
$20K ﹤0.01%
408
2574
$20K ﹤0.01%
110
2575
$20K ﹤0.01%
838
+13
101 102
103
104 105