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
3051
$9K ﹤0.01%
892
3052
$9K ﹤0.01%
345
+38
3053
$9K ﹤0.01%
281
-385
3054
$9K ﹤0.01%
425
3055
$9K ﹤0.01%
76
-8
3056
$9K ﹤0.01%
1
-4
3057
$9K ﹤0.01%
6
-2
3058
$9K ﹤0.01%
+354
3059
$9K ﹤0.01%
135
3060
$9K ﹤0.01%
338
-27
3061
$9K ﹤0.01%
2,455
-74
3062
$9K ﹤0.01%
+500
3063
$9K ﹤0.01%
1,677
3064
$9K ﹤0.01%
168
3065
$9K ﹤0.01%
150
+148
3066
$9K ﹤0.01%
1,034
3067
$9K ﹤0.01%
59
3068
$9K ﹤0.01%
503
+21
3069
$9K ﹤0.01%
102
+100
3070
$9K ﹤0.01%
+1,033
3071
$9K ﹤0.01%
+300
3072
$9K ﹤0.01%
609
-300
3073
$9K ﹤0.01%
400
3074
$9K ﹤0.01%
1,302
3075
$9K ﹤0.01%
108
+33
121 122
123
124 125