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
3176
$7K ﹤0.01%
137
3177
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3178
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446
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3179
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467
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3182
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200
3183
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3184
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110
3185
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200
-225
3186
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915
3187
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3188
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670
-405
3189
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126
3190
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+250
3191
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132
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3194
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13
+4
3195
$7K ﹤0.01%
298
+1
3196
$7K ﹤0.01%
200
3197
$7K ﹤0.01%
100
-130
3198
$7K ﹤0.01%
435
3199
$7K ﹤0.01%
260
-18
3200
$7K ﹤0.01%
692
-93
126 127
128
129 130