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
3851
$1K ﹤0.01%
18
+5
3852
$1K ﹤0.01%
734
-14,689
3853
$1K ﹤0.01%
23
3854
$1K ﹤0.01%
100
3855
$1K ﹤0.01%
100
-150
3856
$1K ﹤0.01%
85
3857
$1K ﹤0.01%
600
3858
$1K ﹤0.01%
30
3859
$1K ﹤0.01%
57
3860
$1K ﹤0.01%
350
3861
$1K ﹤0.01%
102
3862
$1K ﹤0.01%
104
3863
$1K ﹤0.01%
166
3864
$1K ﹤0.01%
1,000
3865
$1K ﹤0.01%
28
-65
3866
$1K ﹤0.01%
36
3867
$1K ﹤0.01%
1,188
3868
$1K ﹤0.01%
43
3869
$1K ﹤0.01%
10,043
3870
$1K ﹤0.01%
1,249
-1,590
3871
$1K ﹤0.01%
25
3872
$1K ﹤0.01%
7
3873
$1K ﹤0.01%
20
3874
$1K ﹤0.01%
1,600
3875
$1K ﹤0.01%
16
153 154
155
156 157