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
2701
$17K ﹤0.01%
292
+39
2702
$17K ﹤0.01%
405
+3
2703
$17K ﹤0.01%
1,850
+590
2704
$16K ﹤0.01%
2,000
2705
$16K ﹤0.01%
335
+2
2706
$16K ﹤0.01%
1,065
2707
$16K ﹤0.01%
618
+576
2708
$16K ﹤0.01%
2
2709
$16K ﹤0.01%
438
-44
2710
$16K ﹤0.01%
525
2711
$16K ﹤0.01%
356
2712
$16K ﹤0.01%
1,000
2713
$16K ﹤0.01%
445
+350
2714
$16K ﹤0.01%
200
2715
$16K ﹤0.01%
1,096
2716
$16K ﹤0.01%
669
+127
2717
$16K ﹤0.01%
+640
2718
$16K ﹤0.01%
1,000
-460
2719
$16K ﹤0.01%
863
2720
$16K ﹤0.01%
168
-10
2721
$16K ﹤0.01%
385
-521
2722
$16K ﹤0.01%
+257
2723
$16K ﹤0.01%
1,224
2724
$16K ﹤0.01%
1,000
2725
$16K ﹤0.01%
639
+342
107 108
109
110 111