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
3826
$1K ﹤0.01%
1
3827
$1K ﹤0.01%
10
3828
$1K ﹤0.01%
59
3829
$1K ﹤0.01%
200
-100
3830
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3831
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3832
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+30
3833
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17
+7
3834
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19
-77
3835
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333
3836
$1K ﹤0.01%
55
3837
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122
+18
3838
$1K ﹤0.01%
2,417
3839
$1K ﹤0.01%
41
3840
$1K ﹤0.01%
318
3841
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90
3842
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3843
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3844
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+17
3845
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3846
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500
3847
$1K ﹤0.01%
102
+9
3848
$1K ﹤0.01%
393
-2,065
3849
$1K ﹤0.01%
29
3850
$1K ﹤0.01%
100
152 153
154
155 156