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
2826
$13K ﹤0.01%
1,500
2827
$13K ﹤0.01%
873
2828
$13K ﹤0.01%
213
2829
$13K ﹤0.01%
320
+34
2830
$13K ﹤0.01%
732
2831
$13K ﹤0.01%
361
-24
2832
$13K ﹤0.01%
1,250
2833
$13K ﹤0.01%
526
2834
$13K ﹤0.01%
252
2835
$13K ﹤0.01%
546
2836
$13K ﹤0.01%
66
+22
2837
$13K ﹤0.01%
657
2838
$13K ﹤0.01%
1,246
+12
2839
$13K ﹤0.01%
159
2840
$13K ﹤0.01%
170
2841
$13K ﹤0.01%
279
-169
2842
$13K ﹤0.01%
2
2843
$13K ﹤0.01%
255
+52
2844
$13K ﹤0.01%
575
+225
2845
$13K ﹤0.01%
750
2846
$13K ﹤0.01%
1,564
+5
2847
$13K ﹤0.01%
717
2848
$13K ﹤0.01%
1,200
2849
$13K ﹤0.01%
200
-150
2850
$13K ﹤0.01%
50
112 113
114
115 116