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
3026
$10K ﹤0.01%
+227
3027
$10K ﹤0.01%
450
3028
$10K ﹤0.01%
265
-36
3029
$9K ﹤0.01%
746
-388
3030
$9K ﹤0.01%
+458
3031
$9K ﹤0.01%
131,500
+60,500
3032
$9K ﹤0.01%
200
3033
$9K ﹤0.01%
871
-380
3034
$9K ﹤0.01%
6,000
3035
$9K ﹤0.01%
48
-1
3036
$9K ﹤0.01%
275
-284
3037
$9K ﹤0.01%
3,820
3038
$9K ﹤0.01%
213
-100
3039
$9K ﹤0.01%
1,160
-217
3040
$9K ﹤0.01%
345
-295
3041
$9K ﹤0.01%
265
3042
$9K ﹤0.01%
400
-25
3043
$9K ﹤0.01%
315
3044
$9K ﹤0.01%
710
-62
3045
$9K ﹤0.01%
254
3046
$9K ﹤0.01%
220
-78
3047
$9K ﹤0.01%
680
3048
$9K ﹤0.01%
347
-37
3049
$9K ﹤0.01%
150
3050
$9K ﹤0.01%
157
120 121
122
123 124