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
2926
$11K ﹤0.01%
800
+500
2927
$11K ﹤0.01%
785
2928
$11K ﹤0.01%
717
2929
$11K ﹤0.01%
738
2930
$11K ﹤0.01%
454
2931
$11K ﹤0.01%
252
+2
2932
$11K ﹤0.01%
809
-9
2933
$11K ﹤0.01%
170
+125
2934
$11K ﹤0.01%
300
2935
$11K ﹤0.01%
200
2936
$11K ﹤0.01%
280
2937
$11K ﹤0.01%
4,483
2938
$11K ﹤0.01%
240
-25
2939
$11K ﹤0.01%
500
2940
$11K ﹤0.01%
308
+246
2941
$11K ﹤0.01%
138
2942
$11K ﹤0.01%
3,574
+3
2943
$11K ﹤0.01%
10
2944
$11K ﹤0.01%
200
2945
$11K ﹤0.01%
500
-539
2946
$11K ﹤0.01%
4,664
-799
2947
$11K ﹤0.01%
465
2948
$11K ﹤0.01%
3,100
-100
2949
$11K ﹤0.01%
174
2950
$11K ﹤0.01%
406
116 117
118
119 120