IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3076
$9K ﹤0.01%
108
+33
3077
$9K ﹤0.01%
735
-573
3078
$9K ﹤0.01%
311
3079
$9K ﹤0.01%
131,500
+60,500
3080
$9K ﹤0.01%
144
3081
$9K ﹤0.01%
490
+19
3082
$9K ﹤0.01%
150
+50
3083
$9K ﹤0.01%
307
3084
$9K ﹤0.01%
534
-21
3085
$9K ﹤0.01%
200
3086
$8K ﹤0.01%
215
+88
3087
$8K ﹤0.01%
249
3088
$8K ﹤0.01%
223
-358
3089
$8K ﹤0.01%
151
3090
$8K ﹤0.01%
163
-3
3091
$8K ﹤0.01%
458
3092
$8K ﹤0.01%
199
+8
3093
$8K ﹤0.01%
+351
3094
$8K ﹤0.01%
2,089
3095
$8K ﹤0.01%
18,080
+3,400
3096
$8K ﹤0.01%
1,361
3097
$8K ﹤0.01%
605
3098
$8K ﹤0.01%
122
+78
3099
$8K ﹤0.01%
217
+135
3100
$8K ﹤0.01%
207
-933
122 123
124
125 126