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
3401
$5K ﹤0.01%
+200
3402
$5K ﹤0.01%
694
3403
$5K ﹤0.01%
+57
3404
$5K ﹤0.01%
120
+89
3405
$5K ﹤0.01%
832
3406
$5K ﹤0.01%
1,400
3407
$5K ﹤0.01%
362
3408
$5K ﹤0.01%
550
+400
3409
$5K ﹤0.01%
195
3410
$5K ﹤0.01%
600
3411
$5K ﹤0.01%
200
3412
$5K ﹤0.01%
387
-9
3413
$5K ﹤0.01%
+150
3414
$5K ﹤0.01%
650
3415
$5K ﹤0.01%
138
-11
3416
$5K ﹤0.01%
115
3417
$5K ﹤0.01%
679
3418
$5K ﹤0.01%
1,417
-4,155
3419
$5K ﹤0.01%
25
-48
3420
$5K ﹤0.01%
249
3421
$5K ﹤0.01%
393
+1
3422
$5K ﹤0.01%
1,335
3423
$5K ﹤0.01%
590
3424
$5K ﹤0.01%
244
-151
3425
$5K ﹤0.01%
150
135 136
137
138 139