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
3976
$1K ﹤0.01%
15
3977
$1K ﹤0.01%
1,100
3978
$1K ﹤0.01%
45
3979
$1K ﹤0.01%
28
3980
$1K ﹤0.01%
21
-1,019
3981
$1K ﹤0.01%
275
3982
$1K ﹤0.01%
32
-88
3983
$1K ﹤0.01%
13
3984
$1K ﹤0.01%
11
3985
$1K ﹤0.01%
2
3986
$1K ﹤0.01%
283
3987
$1K ﹤0.01%
200
3988
$1K ﹤0.01%
75
3989
$1K ﹤0.01%
46
3990
$1K ﹤0.01%
+125
3991
$1K ﹤0.01%
100
3992
$1K ﹤0.01%
+200
3993
$1K ﹤0.01%
280
-250
3994
$1K ﹤0.01%
28
+3
3995
$1K ﹤0.01%
1
3996
$1K ﹤0.01%
10
3997
$1K ﹤0.01%
59
3998
$1K ﹤0.01%
200
-100
3999
$1K ﹤0.01%
35
4000
$1K ﹤0.01%
20
158 159
160
161 162