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
3301
$6K ﹤0.01%
185
3302
$6K ﹤0.01%
48
3303
$6K ﹤0.01%
1,600
3304
$6K ﹤0.01%
1,017
+17
3305
$6K ﹤0.01%
150
3306
$6K ﹤0.01%
316
+273
3307
$6K ﹤0.01%
2,095
+43
3308
$6K ﹤0.01%
4,142
-41,290
3309
$6K ﹤0.01%
800
3310
$6K ﹤0.01%
745
3311
$6K ﹤0.01%
7,000
3312
$6K ﹤0.01%
64
3313
$6K ﹤0.01%
59
3314
$6K ﹤0.01%
500
3315
$6K ﹤0.01%
170
-8
3316
$6K ﹤0.01%
2,417
3317
$6K ﹤0.01%
434
3318
$6K ﹤0.01%
258
-3,662
3319
$5K ﹤0.01%
758
3320
$5K ﹤0.01%
162
3321
$5K ﹤0.01%
186
-6
3322
$5K ﹤0.01%
1,000
3323
$5K ﹤0.01%
63
+15
3324
$5K ﹤0.01%
57
-1
3325
$5K ﹤0.01%
125
131 132
133
134 135