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
2776
$14K ﹤0.01%
213
+15
2777
$14K ﹤0.01%
151
-27
2778
$14K ﹤0.01%
450
2779
$14K ﹤0.01%
335
+12
2780
$14K ﹤0.01%
454
2781
$14K ﹤0.01%
1,000
2782
$14K ﹤0.01%
133
2783
$14K ﹤0.01%
2,231
+74
2784
$14K ﹤0.01%
+318
2785
$14K ﹤0.01%
321
2786
$14K ﹤0.01%
155
+106
2787
$14K ﹤0.01%
628
+400
2788
$14K ﹤0.01%
399
2789
$14K ﹤0.01%
+280
2790
$14K ﹤0.01%
7,800
2791
$14K ﹤0.01%
1,162
+750
2792
$14K ﹤0.01%
1,500
2793
$14K ﹤0.01%
248
+6
2794
$14K ﹤0.01%
740
+432
2795
$14K ﹤0.01%
324
2796
$14K ﹤0.01%
+248
2797
$14K ﹤0.01%
440
+215
2798
$14K ﹤0.01%
3
2799
$14K ﹤0.01%
156
+19
2800
$14K ﹤0.01%
114
110 111
112
113 114