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
3526
$4K ﹤0.01%
272
3527
$4K ﹤0.01%
45
3528
$4K ﹤0.01%
625
3529
$4K ﹤0.01%
68
3530
$4K ﹤0.01%
413
+233
3531
$4K ﹤0.01%
3,181
-1,065
3532
$4K ﹤0.01%
133
3533
$4K ﹤0.01%
200
3534
$4K ﹤0.01%
240
3535
$4K ﹤0.01%
200
3536
$4K ﹤0.01%
206
-211
3537
$4K ﹤0.01%
115
3538
$4K ﹤0.01%
500
3539
$4K ﹤0.01%
150
3540
$3K ﹤0.01%
+1,000
3541
$3K ﹤0.01%
301
3542
$3K ﹤0.01%
4
3543
$3K ﹤0.01%
54
3544
$3K ﹤0.01%
74
3545
$3K ﹤0.01%
100
3546
$3K ﹤0.01%
159
3547
$3K ﹤0.01%
300
3548
$3K ﹤0.01%
206
+6
3549
$3K ﹤0.01%
200
3550
$3K ﹤0.01%
210
140 141
142
143 144