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
2651
$18K ﹤0.01%
406
2652
$18K ﹤0.01%
1,100
2653
$18K ﹤0.01%
2,073
+169
2654
$17K ﹤0.01%
107
2655
$17K ﹤0.01%
221
+20
2656
$17K ﹤0.01%
396
2657
$17K ﹤0.01%
129
+1
2658
$17K ﹤0.01%
505
+302
2659
$17K ﹤0.01%
1,190
+22
2660
$17K ﹤0.01%
527
+100
2661
$17K ﹤0.01%
748
-81,072
2662
$17K ﹤0.01%
429
+409
2663
$17K ﹤0.01%
1,163
-378
2664
$17K ﹤0.01%
275
-725
2665
$17K ﹤0.01%
1,241
2666
$17K ﹤0.01%
750
2667
$17K ﹤0.01%
182
2668
$17K ﹤0.01%
107
2669
$17K ﹤0.01%
1,158
2670
$17K ﹤0.01%
812
+197
2671
$17K ﹤0.01%
127
2672
$17K ﹤0.01%
2,454
2673
$17K ﹤0.01%
1,236
+11
2674
$17K ﹤0.01%
387
2675
$17K ﹤0.01%
330
+44
105 106
107
108 109