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
4001
$1K ﹤0.01%
21
-1,019
4002
$1K ﹤0.01%
275
4003
$1K ﹤0.01%
32
-88
4004
$1K ﹤0.01%
13
4005
$1K ﹤0.01%
+31
4006
$1K ﹤0.01%
11
4007
$1K ﹤0.01%
2
4008
$1K ﹤0.01%
283
4009
$1K ﹤0.01%
200
4010
– –
-2
4011
– –
-298
4012
– –
-264
4013
$0 ﹤0.01%
139
4014
$0 ﹤0.01%
+12
4015
– –
-747
4016
– –
-200
4017
$0 ﹤0.01%
1,000
4018
$0 ﹤0.01%
14
4019
$0 ﹤0.01%
20
4020
$0 ﹤0.01%
14
4021
$0 ﹤0.01%
17
4022
– –
0
4023
$0 ﹤0.01%
+230
4024
$0 ﹤0.01%
23
-91
4025
– –
-3,314
159 160
161
162 163