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
3751
$2K ﹤0.01%
100
3752
$2K ﹤0.01%
104
-1,000
3753
$2K ﹤0.01%
162
3754
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29
-101
3755
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628
3756
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400
3757
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85
3758
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3759
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158
3760
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74
-76
3761
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57
-39
3762
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254
3763
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62
3764
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110
-30
3765
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76
3766
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258
3767
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100
3768
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3769
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96
3770
$2K ﹤0.01%
+174
3771
$2K ﹤0.01%
+105
3772
$2K ﹤0.01%
225
3773
$2K ﹤0.01%
680
3774
$2K ﹤0.01%
50
-264
3775
$2K ﹤0.01%
70
149 150
151
152 153