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
2726
$16K ﹤0.01%
17
-9
2727
$16K ﹤0.01%
430
+110
2728
$16K ﹤0.01%
467
-424
2729
$16K ﹤0.01%
689
-1,050
2730
$16K ﹤0.01%
171
-40
2731
$16K ﹤0.01%
665
-2,694
2732
$16K ﹤0.01%
3,042
+5
2733
$16K ﹤0.01%
218
-88
2734
$16K ﹤0.01%
565
2735
$16K ﹤0.01%
5,455
2736
$16K ﹤0.01%
21,208
2737
$16K ﹤0.01%
173
2738
$16K ﹤0.01%
439
2739
$15K ﹤0.01%
420
-1,180
2740
$15K ﹤0.01%
350
2741
$15K ﹤0.01%
61
2742
$15K ﹤0.01%
1,279
-167
2743
$15K ﹤0.01%
1,269
+1,019
2744
$15K ﹤0.01%
1,090
2745
$15K ﹤0.01%
412
-1,301
2746
$15K ﹤0.01%
+600
2747
$15K ﹤0.01%
1,056
-171
2748
$15K ﹤0.01%
212
+4
2749
$15K ﹤0.01%
1,327
+12
2750
$15K ﹤0.01%
311
108 109
110
111 112