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
3726
$2K ﹤0.01%
85
3727
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11
3728
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62
3729
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6
3730
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5
+2
3731
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3732
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500
3733
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107
+2
3734
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+500
3735
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100
3736
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610
3737
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174
+14
3738
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+112
3739
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77
3740
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82
3741
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+49
3742
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227
+10
3743
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10
3744
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102
3745
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3746
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38
3747
$2K ﹤0.01%
+50
3748
$2K ﹤0.01%
294
3749
$2K ﹤0.01%
10
3750
$2K ﹤0.01%
51
+1
148 149
150
151 152