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
3476
$4K ﹤0.01%
190
3477
$4K ﹤0.01%
50
-103
3478
$4K ﹤0.01%
180
3479
$4K ﹤0.01%
40
-125
3480
$4K ﹤0.01%
123
3481
$4K ﹤0.01%
84
+6
3482
$4K ﹤0.01%
131
3483
$4K ﹤0.01%
132
3484
$4K ﹤0.01%
450
-420
3485
$4K ﹤0.01%
106
-931
3486
$4K ﹤0.01%
150
3487
$4K ﹤0.01%
+300
3488
$4K ﹤0.01%
35
-140
3489
$4K ﹤0.01%
1,022
-500
3490
$4K ﹤0.01%
100
3491
$4K ﹤0.01%
161
3492
$4K ﹤0.01%
58
+2
3493
$4K ﹤0.01%
1,963
3494
$4K ﹤0.01%
68
+38
3495
$4K ﹤0.01%
+1,500
3496
$4K ﹤0.01%
52
-148
3497
$4K ﹤0.01%
78
+6
3498
$4K ﹤0.01%
+200
3499
$4K ﹤0.01%
150
3500
$4K ﹤0.01%
137
138 139
140
141 142