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
3951
$1K ﹤0.01%
20
-90
3952
$1K ﹤0.01%
32
3953
$1K ﹤0.01%
237
-20
3954
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216
3955
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80
3956
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6
3957
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32
+2
3958
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52
3959
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50
-167
3960
$1K ﹤0.01%
21
3961
$1K ﹤0.01%
17
3962
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75
3963
$1K ﹤0.01%
150
3964
$1K ﹤0.01%
50
3965
$1K ﹤0.01%
28
-1,635
3966
$1K ﹤0.01%
100
3967
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162
3968
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5
3969
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50
3970
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12
3971
$1K ﹤0.01%
187
3972
$1K ﹤0.01%
+38
3973
$1K ﹤0.01%
100
3974
$1K ﹤0.01%
565
3975
$1K ﹤0.01%
25
-6
157 158
159
160 161