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
2901
$12K ﹤0.01%
158
-48
2902
$12K ﹤0.01%
692
+1
2903
$12K ﹤0.01%
268
-63
2904
$12K ﹤0.01%
10,000
2905
$12K ﹤0.01%
250
2906
$12K ﹤0.01%
1,361
2907
$12K ﹤0.01%
4,071
2908
$12K ﹤0.01%
502
-18
2909
$12K ﹤0.01%
889
2910
$11K ﹤0.01%
19
-15
2911
$11K ﹤0.01%
52
2912
$11K ﹤0.01%
700
2913
$11K ﹤0.01%
263
+69
2914
$11K ﹤0.01%
385
2915
$11K ﹤0.01%
813
2916
$11K ﹤0.01%
629
-101
2917
$11K ﹤0.01%
570
-3,350
2918
$11K ﹤0.01%
272
2919
$11K ﹤0.01%
872
+8
2920
$11K ﹤0.01%
296
2921
$11K ﹤0.01%
74
+30
2922
$11K ﹤0.01%
600
2923
$11K ﹤0.01%
1,700
2924
$11K ﹤0.01%
307
+7
2925
$11K ﹤0.01%
705
115 116
117
118 119