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
3176
$7K ﹤0.01%
357
+100
3177
$7K ﹤0.01%
572
3178
$7K ﹤0.01%
350
-300
3179
$7K ﹤0.01%
137
3180
$7K ﹤0.01%
118
3181
$7K ﹤0.01%
446
-200
3182
$7K ﹤0.01%
297
-897
3183
$7K ﹤0.01%
467
3184
$7K ﹤0.01%
270
3185
$7K ﹤0.01%
2,685
3186
$7K ﹤0.01%
110
3187
$7K ﹤0.01%
300
-300
3188
$7K ﹤0.01%
146
+79
3189
$7K ﹤0.01%
200
-225
3190
$7K ﹤0.01%
915
3191
$7K ﹤0.01%
+246
3192
$7K ﹤0.01%
670
-405
3193
$7K ﹤0.01%
126
3194
$7K ﹤0.01%
+250
3195
$7K ﹤0.01%
132
-19
3196
$7K ﹤0.01%
253
+88
3197
$7K ﹤0.01%
969
-121
3198
$7K ﹤0.01%
13
+4
3199
$7K ﹤0.01%
269
+74
3200
$7K ﹤0.01%
298
+1
126 127
128
129 130