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
3601
$3K ﹤0.01%
9
-29
3602
$3K ﹤0.01%
45
3603
$3K ﹤0.01%
104
-67
3604
$3K ﹤0.01%
68
3605
$3K ﹤0.01%
+51
3606
$3K ﹤0.01%
58
-45
3607
$3K ﹤0.01%
117
-32
3608
$3K ﹤0.01%
100
3609
$3K ﹤0.01%
50
-181
3610
$3K ﹤0.01%
50
3611
$3K ﹤0.01%
108
3612
$3K ﹤0.01%
41
+32
3613
$3K ﹤0.01%
263
3614
$3K ﹤0.01%
100
3615
$3K ﹤0.01%
343
3616
$3K ﹤0.01%
183
3617
$3K ﹤0.01%
48
3618
$3K ﹤0.01%
65
3619
$3K ﹤0.01%
+100
3620
$3K ﹤0.01%
119
3621
$3K ﹤0.01%
145
-41
3622
$3K ﹤0.01%
313
3623
$3K ﹤0.01%
100
3624
$3K ﹤0.01%
12
3625
$3K ﹤0.01%
6
143 144
145
146 147