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
3851
$1K ﹤0.01%
7
3852
$1K ﹤0.01%
20
3853
$1K ﹤0.01%
1,600
3854
$1K ﹤0.01%
16
3855
$1K ﹤0.01%
100
3856
$1K ﹤0.01%
11
3857
$1K ﹤0.01%
1,000
3858
$1K ﹤0.01%
+17
3859
$1K ﹤0.01%
13
3860
$1K ﹤0.01%
400
-200
3861
$1K ﹤0.01%
36
-21
3862
$1K ﹤0.01%
100
3863
$1K ﹤0.01%
67
+4
3864
$1K ﹤0.01%
33
3865
$1K ﹤0.01%
100
3866
$1K ﹤0.01%
31
3867
$1K ﹤0.01%
133
3868
$1K ﹤0.01%
20
-2,150
3869
$1K ﹤0.01%
800
-100
3870
$1K ﹤0.01%
6
3871
– –
0
3872
$1K ﹤0.01%
13
3873
$1K ﹤0.01%
162
3874
$1K ﹤0.01%
5
3875
$1K ﹤0.01%
119
153 154
155
156 157