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
3226
$7K ﹤0.01%
1,000
3227
$7K ﹤0.01%
100
3228
$7K ﹤0.01%
290
+50
3229
$7K ﹤0.01%
190
3230
$7K ﹤0.01%
800
-343
3231
$6K ﹤0.01%
+4
3232
$6K ﹤0.01%
1,600
3233
$6K ﹤0.01%
1,017
+17
3234
$6K ﹤0.01%
150
3235
$6K ﹤0.01%
2,095
+43
3236
$6K ﹤0.01%
434
3237
$6K ﹤0.01%
258
-3,662
3238
$6K ﹤0.01%
850
-292
3239
$6K ﹤0.01%
162
3240
$6K ﹤0.01%
165
3241
$6K ﹤0.01%
130
-1,529
3242
$6K ﹤0.01%
34
3243
$6K ﹤0.01%
181
-800
3244
$6K ﹤0.01%
361
-76
3245
$6K ﹤0.01%
29
3246
$6K ﹤0.01%
140
3247
$6K ﹤0.01%
661
-10,400
3248
$6K ﹤0.01%
2,200
3249
$6K ﹤0.01%
1,800
3250
$6K ﹤0.01%
126
-11
128 129
130
131 132