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
3451
$4K ﹤0.01%
340
+241
3452
$4K ﹤0.01%
103
-328
3453
$4K ﹤0.01%
17
3454
$4K ﹤0.01%
78
3455
$4K ﹤0.01%
300
3456
$4K ﹤0.01%
231
+3
3457
– –
-5
3458
$4K ﹤0.01%
98
+20
3459
$4K ﹤0.01%
143
3460
$4K ﹤0.01%
190
3461
$4K ﹤0.01%
200
3462
$4K ﹤0.01%
113
3463
$4K ﹤0.01%
200
3464
$4K ﹤0.01%
201
-318
3465
$4K ﹤0.01%
330
3466
$4K ﹤0.01%
169
+10
3467
$4K ﹤0.01%
413
3468
$4K ﹤0.01%
104
3469
$4K ﹤0.01%
366
3470
$4K ﹤0.01%
111
-317
3471
$4K ﹤0.01%
129
-1,029
3472
$4K ﹤0.01%
154
3473
$4K ﹤0.01%
+335
3474
$4K ﹤0.01%
375
3475
$4K ﹤0.01%
+78
137 138
139
140 141