IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3701
$2K ﹤0.01%
+112
3702
$2K ﹤0.01%
169
3703
$2K ﹤0.01%
100
3704
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77
3705
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82
3706
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70
3707
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3708
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3709
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77
3710
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+60
3711
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212
-152
3712
$2K ﹤0.01%
57
3713
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40
3714
$2K ﹤0.01%
+48
3715
$2K ﹤0.01%
+40
3716
$2K ﹤0.01%
100
3717
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360
3718
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53
-398
3719
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3720
$2K ﹤0.01%
+138
3721
$2K ﹤0.01%
156
3722
$2K ﹤0.01%
6
3723
$2K ﹤0.01%
68
3724
$2K ﹤0.01%
87
3725
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0
147 148
149
150 151