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
3576
$3K ﹤0.01%
6
3577
$3K ﹤0.01%
273
3578
$3K ﹤0.01%
+152
3579
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79
3580
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46
3581
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65
-444
3582
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+22
3583
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448
+286
3584
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3585
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42
-26
3586
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71
-12
3587
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3588
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+167
3589
$3K ﹤0.01%
+256
3590
$3K ﹤0.01%
554
-717
3591
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3592
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+19
3593
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153
-1,150
3594
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45
3595
$3K ﹤0.01%
+194
3596
$3K ﹤0.01%
+108
3597
$3K ﹤0.01%
100
3598
$3K ﹤0.01%
50
+6
3599
$3K ﹤0.01%
188
-62
3600
$3K ﹤0.01%
77
142 143
144
145 146