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
3551
$3K ﹤0.01%
437
3552
$3K ﹤0.01%
147
3553
$3K ﹤0.01%
64
3554
$3K ﹤0.01%
+32
3555
$3K ﹤0.01%
1,000
3556
$3K ﹤0.01%
273
3557
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+85
3558
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100
3559
$3K ﹤0.01%
308
3560
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100
3561
$3K ﹤0.01%
+118
3562
$3K ﹤0.01%
69
3563
$3K ﹤0.01%
60
3564
$3K ﹤0.01%
155
-403
3565
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1,000
3566
$3K ﹤0.01%
26
3567
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135
3568
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300
3569
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65
+11
3570
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200
3571
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97
3572
$3K ﹤0.01%
42
3573
$3K ﹤0.01%
+122
3574
$3K ﹤0.01%
239
3575
$3K ﹤0.01%
100
141 142
143
144 145