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
801
$383K 0.02%
48,429
+39
802
$381K 0.02%
7,982
-12,165
803
$381K 0.02%
2,460
+237
804
$380K 0.02%
46,873
-2,300
805
$379K 0.02%
23,693
-1,120
806
$378K 0.02%
11,010
-294
807
$378K 0.02%
14,989
+3,539
808
$377K 0.02%
2,499
-310
809
$377K 0.02%
2,540
+218
810
$376K 0.02%
27,677
811
$376K 0.02%
7,858
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812
$375K 0.01%
22,343
-165
813
$375K 0.01%
17,705
-3,247
814
$374K 0.01%
27,882
+1,457
815
$373K 0.01%
2,555
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816
$373K 0.01%
6,720
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817
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818
$371K 0.01%
6,486
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819
$370K 0.01%
15,888
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820
$369K 0.01%
14,322
+4,442
821
$368K 0.01%
25,000
-687
822
$367K 0.01%
11,556
+15
823
$367K 0.01%
8,809
+8,546
824
$367K 0.01%
2,279
+386
825
$366K 0.01%
3,718
+98
31 32
33
34 35