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
2801
$14K ﹤0.01%
418
2802
$14K ﹤0.01%
1,534
-5,028
2803
$14K ﹤0.01%
588
2804
$14K ﹤0.01%
1,083
-1,576
2805
$14K ﹤0.01%
384
2806
$14K ﹤0.01%
160
+41
2807
$14K ﹤0.01%
315
2808
$14K ﹤0.01%
2,458
-4,306
2809
$14K ﹤0.01%
820
+739
2810
$14K ﹤0.01%
2,700
2811
$14K ﹤0.01%
506
-50
2812
$14K ﹤0.01%
1,100
2813
$14K ﹤0.01%
976
+7
2814
$14K ﹤0.01%
2,000
2815
$14K ﹤0.01%
283
2816
$14K ﹤0.01%
1,076
+7
2817
$14K ﹤0.01%
1,000
2818
$14K ﹤0.01%
435
-180
2819
$14K ﹤0.01%
990
+197
2820
$14K ﹤0.01%
1,000
2821
$14K ﹤0.01%
1,250
-453
2822
$14K ﹤0.01%
283
2823
$14K ﹤0.01%
893
2824
$14K ﹤0.01%
1,200
2825
$13K ﹤0.01%
6,000
111 112
113
114 115