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
3701
$2K ﹤0.01%
100
3702
$2K ﹤0.01%
96
3703
$2K ﹤0.01%
3,000
+500
3704
$2K ﹤0.01%
72
3705
$2K ﹤0.01%
38
3706
$2K ﹤0.01%
257
3707
$2K ﹤0.01%
124
3708
$2K ﹤0.01%
35
-472
3709
$2K ﹤0.01%
360
3710
$2K ﹤0.01%
53
-398
3711
$2K ﹤0.01%
200
3712
$2K ﹤0.01%
+138
3713
$2K ﹤0.01%
156
3714
$2K ﹤0.01%
6
3715
$2K ﹤0.01%
68
3716
$2K ﹤0.01%
87
3717
– –
0
3718
$2K ﹤0.01%
80
-14
3719
$2K ﹤0.01%
242
3720
$2K ﹤0.01%
179
+51
3721
$2K ﹤0.01%
64
3722
$2K ﹤0.01%
+82
3723
$2K ﹤0.01%
42
3724
$2K ﹤0.01%
60
3725
$2K ﹤0.01%
573
147 148
149
150 151