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
3201
$7K ﹤0.01%
118
-72
3202
$7K ﹤0.01%
342
3203
$7K ﹤0.01%
106
3204
$7K ﹤0.01%
63
+5
3205
$7K ﹤0.01%
1
3206
$7K ﹤0.01%
45
3207
$7K ﹤0.01%
155
3208
$7K ﹤0.01%
44
3209
$7K ﹤0.01%
385
-102
3210
$7K ﹤0.01%
1,437
3211
$7K ﹤0.01%
568
3212
$7K ﹤0.01%
+7
3213
$7K ﹤0.01%
3,950
-400
3214
$7K ﹤0.01%
80
3215
$7K ﹤0.01%
821
+11
3216
$7K ﹤0.01%
3,380
-14
3217
$7K ﹤0.01%
8
3218
$7K ﹤0.01%
477
3219
$7K ﹤0.01%
320
3220
$7K ﹤0.01%
276
-98
3221
$7K ﹤0.01%
3,944
+2
3222
$7K ﹤0.01%
11,359
-2,686
3223
$7K ﹤0.01%
164
3224
$7K ﹤0.01%
226
3225
$7K ﹤0.01%
275
127 128
129
130 131