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
3651
$3K ﹤0.01%
199
+10
3652
$3K ﹤0.01%
284
3653
$3K ﹤0.01%
1,092
3654
$3K ﹤0.01%
1,333
-500
3655
$3K ﹤0.01%
187
+83
3656
$3K ﹤0.01%
137
3657
$3K ﹤0.01%
180
3658
$3K ﹤0.01%
625
3659
$3K ﹤0.01%
1,380
3660
$3K ﹤0.01%
147
3661
$3K ﹤0.01%
900
3662
$3K ﹤0.01%
10
-100
3663
$3K ﹤0.01%
66
3664
$3K ﹤0.01%
327
-980
3665
$3K ﹤0.01%
75
+10
3666
$3K ﹤0.01%
1,436
3667
$3K ﹤0.01%
47
+44
3668
$2K ﹤0.01%
3,300
3669
$2K ﹤0.01%
135
3670
$2K ﹤0.01%
334
3671
$2K ﹤0.01%
33
3672
$2K ﹤0.01%
40
-2,114
3673
$2K ﹤0.01%
50
3674
$2K ﹤0.01%
+120
3675
$2K ﹤0.01%
361
145 146
147
148 149