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
3926
$1K ﹤0.01%
8
-40
3927
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33
3928
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250
3929
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39
+5
3930
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51
3931
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40
3932
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10
3933
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109
3934
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150
3935
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81
3936
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3937
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3938
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3939
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50
-167
3940
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75
3941
$1K ﹤0.01%
150
3942
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50
3943
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28
-1,635
3944
$1K ﹤0.01%
100
3945
$1K ﹤0.01%
50
3946
$1K ﹤0.01%
12
3947
$1K ﹤0.01%
187
3948
$1K ﹤0.01%
+38
3949
$1K ﹤0.01%
100
3950
$1K ﹤0.01%
565
156 157
158
159 160