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
3151
$8K ﹤0.01%
930
+100
3152
$8K ﹤0.01%
294
3153
$8K ﹤0.01%
190
3154
$8K ﹤0.01%
577
3155
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350
3156
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178
-53
3157
$8K ﹤0.01%
246
+114
3158
$8K ﹤0.01%
641
3159
$8K ﹤0.01%
131
+2
3160
$7K ﹤0.01%
200
3161
$7K ﹤0.01%
+50
3162
$7K ﹤0.01%
44
3163
$7K ﹤0.01%
385
-102
3164
$7K ﹤0.01%
1,437
3165
$7K ﹤0.01%
568
3166
$7K ﹤0.01%
+7
3167
$7K ﹤0.01%
3,950
-400
3168
$7K ﹤0.01%
80
3169
$7K ﹤0.01%
190
3170
$7K ﹤0.01%
800
-343
3171
$7K ﹤0.01%
100
3172
$7K ﹤0.01%
290
+50
3173
$7K ﹤0.01%
107
-44
3174
$7K ﹤0.01%
250
3175
$7K ﹤0.01%
300
125 126
127
128 129