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
2876
$12K ﹤0.01%
1,223
2877
$12K ﹤0.01%
811
-641
2878
$12K ﹤0.01%
1,765
2879
$12K ﹤0.01%
90
-109
2880
$12K ﹤0.01%
430
2881
$12K ﹤0.01%
5,089
+259
2882
$12K ﹤0.01%
213
-100
2883
$12K ﹤0.01%
350
2884
$12K ﹤0.01%
132
-82
2885
$12K ﹤0.01%
478
-523
2886
$12K ﹤0.01%
222
2887
$12K ﹤0.01%
757
2888
$12K ﹤0.01%
118
2889
$12K ﹤0.01%
576
-1,964
2890
$12K ﹤0.01%
290
2891
$12K ﹤0.01%
+492
2892
$12K ﹤0.01%
225
-132
2893
$12K ﹤0.01%
9
-32
2894
$12K ﹤0.01%
+375
2895
$12K ﹤0.01%
78
2896
$12K ﹤0.01%
309
-906
2897
$12K ﹤0.01%
1,308
2898
$12K ﹤0.01%
102
2899
$12K ﹤0.01%
910
2900
$12K ﹤0.01%
500
114 115
116
117 118