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
3976
$1K ﹤0.01%
34
-2,983
3977
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12
3978
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3979
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3980
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3981
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100
3982
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-29
3983
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6
-18
3984
– –
0
3985
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3986
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3987
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-130
3988
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600
3989
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31
-1,109
3990
$1K ﹤0.01%
47
3991
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3992
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3993
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3994
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46
3995
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39
-5
3996
$1K ﹤0.01%
36
3997
$1K ﹤0.01%
15
3998
$1K ﹤0.01%
1,100
3999
$1K ﹤0.01%
45
4000
$1K ﹤0.01%
28
158 159
160
161 162