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
3101
$8K ﹤0.01%
241
3102
$8K ﹤0.01%
249
3103
$8K ﹤0.01%
223
-358
3104
$8K ﹤0.01%
163
-3
3105
$8K ﹤0.01%
458
3106
$8K ﹤0.01%
199
+8
3107
$8K ﹤0.01%
+351
3108
$8K ﹤0.01%
18,080
+3,400
3109
$8K ﹤0.01%
1,361
3110
$8K ﹤0.01%
605
3111
$8K ﹤0.01%
122
+78
3112
$8K ﹤0.01%
217
+135
3113
$8K ﹤0.01%
207
-933
3114
$8K ﹤0.01%
+200
3115
$8K ﹤0.01%
235
3116
$8K ﹤0.01%
241
3117
$8K ﹤0.01%
315
3118
$8K ﹤0.01%
+100
3119
$8K ﹤0.01%
785
-23
3120
$8K ﹤0.01%
164
3121
$8K ﹤0.01%
126
3122
$8K ﹤0.01%
285
-24
3123
$8K ﹤0.01%
449
3124
$8K ﹤0.01%
202
3125
$8K ﹤0.01%
67
+24
123 124
125
126 127