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
3351
$5K ﹤0.01%
452
3352
$5K ﹤0.01%
89
-50
3353
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162
3354
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100
3355
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39
3356
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3357
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117
3358
$5K ﹤0.01%
+128
3359
$5K ﹤0.01%
1,094
-2,562
3360
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100
3361
$5K ﹤0.01%
134
3362
$5K ﹤0.01%
401
3363
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76
+6
3364
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500
3365
$5K ﹤0.01%
25
-67
3366
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3367
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3368
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3369
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100
-176
3370
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110
3371
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141
+107
3372
$5K ﹤0.01%
280
-102
3373
$5K ﹤0.01%
207
3374
$5K ﹤0.01%
279
-147
3375
$5K ﹤0.01%
178
133 134
135
136 137