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
3801
$2K ﹤0.01%
650
-125
3802
$2K ﹤0.01%
49
3803
$2K ﹤0.01%
40
-200
3804
$2K ﹤0.01%
99
-138
3805
$2K ﹤0.01%
100
3806
$2K ﹤0.01%
175
3807
$2K ﹤0.01%
83
+5
3808
$2K ﹤0.01%
216
3809
$2K ﹤0.01%
1,200
3810
$2K ﹤0.01%
411
3811
$2K ﹤0.01%
1,343
-2,556
3812
$2K ﹤0.01%
92
-200
3813
$2K ﹤0.01%
33
3814
$2K ﹤0.01%
19
-92
3815
$2K ﹤0.01%
33
3816
$2K ﹤0.01%
70
3817
$2K ﹤0.01%
60
+47
3818
$2K ﹤0.01%
+57
3819
$2K ﹤0.01%
34
+3
3820
$1K ﹤0.01%
318
3821
$1K ﹤0.01%
90
3822
$1K ﹤0.01%
257
3823
$1K ﹤0.01%
500
3824
$1K ﹤0.01%
102
+9
3825
$1K ﹤0.01%
393
-2,065
151 152
153
154 155