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
2626
$18K ﹤0.01%
1,017
2627
$18K ﹤0.01%
860
+200
2628
$18K ﹤0.01%
486
+23
2629
$18K ﹤0.01%
1,221
-979
2630
$18K ﹤0.01%
590
2631
$18K ﹤0.01%
802
2632
$18K ﹤0.01%
341
2633
$18K ﹤0.01%
2,156
-703
2634
$18K ﹤0.01%
159
+1
2635
$18K ﹤0.01%
675
+22
2636
$18K ﹤0.01%
4,101
+976
2637
$18K ﹤0.01%
1,146
2638
$18K ﹤0.01%
1,341
+14
2639
$18K ﹤0.01%
1,043
2640
$18K ﹤0.01%
423
+37
2641
$18K ﹤0.01%
630
+250
2642
$18K ﹤0.01%
+400
2643
$18K ﹤0.01%
297
+167
2644
$18K ﹤0.01%
+1,000
2645
$18K ﹤0.01%
238
+11
2646
$18K ﹤0.01%
175
+25
2647
$18K ﹤0.01%
886
2648
$18K ﹤0.01%
606
+206
2649
$18K ﹤0.01%
1,938
-2,200
2650
$18K ﹤0.01%
5,600
104 105
106
107 108