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
3626
$3K ﹤0.01%
230
3627
$3K ﹤0.01%
300
-1,000
3628
$3K ﹤0.01%
70
3629
$3K ﹤0.01%
600
3630
$3K ﹤0.01%
37
-4,570
3631
$3K ﹤0.01%
146
-2,904
3632
$3K ﹤0.01%
+425
3633
$3K ﹤0.01%
105
3634
$3K ﹤0.01%
59
3635
$3K ﹤0.01%
124
3636
$3K ﹤0.01%
451
3637
$3K ﹤0.01%
145
+141
3638
$3K ﹤0.01%
+14
3639
$3K ﹤0.01%
146
3640
$3K ﹤0.01%
630
-8,660
3641
$3K ﹤0.01%
79
+70
3642
$3K ﹤0.01%
83
-44
3643
$3K ﹤0.01%
109
3644
$3K ﹤0.01%
264
+83
3645
$3K ﹤0.01%
166
3646
$3K ﹤0.01%
100
3647
$3K ﹤0.01%
200
3648
$3K ﹤0.01%
162
-500
3649
$3K ﹤0.01%
448
3650
$3K ﹤0.01%
100
-146
144 145
146
147 148