We are live on ! Find out more
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
4201
– –
0
4202
$0 ﹤0.01%
32
4203
$0 ﹤0.01%
100
4204
$0 ﹤0.01%
39
4205
$0 ﹤0.01%
100
4206
$0 ﹤0.01%
30
4207
$0 ﹤0.01%
13
4208
$0 ﹤0.01%
145
-67
4209
$0 ﹤0.01%
110
4210
$0 ﹤0.01%
+11
4211
$0 ﹤0.01%
230
4212
$0 ﹤0.01%
41
4213
$0 ﹤0.01%
17
4214
– –
-1,121
4215
– –
-142
4216
– –
-4,615
4217
– –
-200
4218
– –
-3,000
4219
$0 ﹤0.01%
25
4220
$0 ﹤0.01%
21
4221
$0 ﹤0.01%
3
4222
– –
-52
4223
– –
0
4224
– –
-34
4225
$0 ﹤0.01%
100
167 168
169
170 171