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
2601
$19K ﹤0.01%
9,024
-763
2602
– –
0
2603
$19K ﹤0.01%
656
-973
2604
$19K ﹤0.01%
2,087
-1,783
2605
$19K ﹤0.01%
461
-129
2606
$19K ﹤0.01%
58
2607
$19K ﹤0.01%
2,866
-834
2608
$19K ﹤0.01%
1,262
2609
$19K ﹤0.01%
953
-30
2610
$19K ﹤0.01%
861
+239
2611
$19K ﹤0.01%
1,050
2612
$19K ﹤0.01%
310
2613
$19K ﹤0.01%
441
2614
$19K ﹤0.01%
686
2615
$19K ﹤0.01%
590
2616
$19K ﹤0.01%
528
+5
2617
$19K ﹤0.01%
2,075
+370
2618
$19K ﹤0.01%
963
2619
$19K ﹤0.01%
1,051
+243
2620
$18K ﹤0.01%
1,000
2621
$18K ﹤0.01%
1,063
-484
2622
$18K ﹤0.01%
380
+89
2623
$18K ﹤0.01%
842
-83
2624
$18K ﹤0.01%
435
-284
2625
$18K ﹤0.01%
402
+114
103 104
105
106 107