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
2576
$20K ﹤0.01%
4,450
2577
$20K ﹤0.01%
+943
2578
$19K ﹤0.01%
552
-219
2579
$19K ﹤0.01%
7,334
2580
$19K ﹤0.01%
1,100
2581
$19K ﹤0.01%
436
-393
2582
$19K ﹤0.01%
582
+524
2583
$19K ﹤0.01%
511
-100
2584
$19K ﹤0.01%
91
+1
2585
$19K ﹤0.01%
1,026
2586
$19K ﹤0.01%
261
+115
2587
$19K ﹤0.01%
495
2588
$19K ﹤0.01%
+450
2589
$19K ﹤0.01%
200
+50
2590
$19K ﹤0.01%
4,956
-1,891
2591
$19K ﹤0.01%
1,190
2592
$19K ﹤0.01%
330
2593
$19K ﹤0.01%
2,438
-928
2594
$19K ﹤0.01%
857
-19,202
2595
$19K ﹤0.01%
694
-703
2596
$19K ﹤0.01%
1,583
-1,433
2597
$19K ﹤0.01%
310
2598
$19K ﹤0.01%
125
2599
$19K ﹤0.01%
881
-20,588
2600
$19K ﹤0.01%
1,000
-2,000
102 103
104
105 106