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
3001
$10K ﹤0.01%
301
-30
3002
$10K ﹤0.01%
+380
3003
$10K ﹤0.01%
825
3004
$10K ﹤0.01%
759
-100
3005
$10K ﹤0.01%
1,136
-396
3006
$10K ﹤0.01%
797
+54
3007
$10K ﹤0.01%
400
3008
$10K ﹤0.01%
187
+48
3009
$10K ﹤0.01%
288
3010
$10K ﹤0.01%
295
3011
$10K ﹤0.01%
1,200
-4,198
3012
$10K ﹤0.01%
160
3013
$10K ﹤0.01%
522
3014
$10K ﹤0.01%
123
+107
3015
$10K ﹤0.01%
438
-2,890
3016
$10K ﹤0.01%
550
3017
$10K ﹤0.01%
200
3018
$10K ﹤0.01%
215
3019
$10K ﹤0.01%
111
-10
3020
$10K ﹤0.01%
675
3021
$10K ﹤0.01%
1,000
3022
$10K ﹤0.01%
335
3023
$10K ﹤0.01%
525
3024
$10K ﹤0.01%
400
3025
$10K ﹤0.01%
246
119 120
121
122 123