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
3426
$4K ﹤0.01%
80
3427
$4K ﹤0.01%
40
3428
$4K ﹤0.01%
50
-7
3429
$4K ﹤0.01%
+207
3430
$4K ﹤0.01%
165
-10,385
3431
$4K ﹤0.01%
112
+104
3432
$4K ﹤0.01%
4,000
3433
$4K ﹤0.01%
132
3434
$4K ﹤0.01%
67
3435
$4K ﹤0.01%
179
3436
$4K ﹤0.01%
108
-466
3437
$4K ﹤0.01%
123
+105
3438
$4K ﹤0.01%
+50
3439
$4K ﹤0.01%
6,130
3440
$4K ﹤0.01%
301
3441
$4K ﹤0.01%
64
+1
3442
$4K ﹤0.01%
200
3443
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51
3444
$4K ﹤0.01%
751
3445
$4K ﹤0.01%
133
3446
$4K ﹤0.01%
124
-542
3447
$4K ﹤0.01%
162
-112
3448
$4K ﹤0.01%
250
-230
3449
$4K ﹤0.01%
207
3450
$4K ﹤0.01%
+400
136 137
138
139 140