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
1326
$148K 0.01%
2,407
+1
1327
$148K 0.01%
2,796
-94
1328
$147K 0.01%
23,900
-7,450
1329
$147K 0.01%
3,256
+113
1330
$147K 0.01%
2,612
-1,260
1331
$146K 0.01%
2,975
+1
1332
$145K 0.01%
2,340
1333
$144K 0.01%
24,905
+40
1334
$144K 0.01%
4,402
-778
1335
$144K 0.01%
3,475
+1,630
1336
$144K 0.01%
12,916
+1,610
1337
$144K 0.01%
2,874
+5
1338
$144K 0.01%
2,482
+1,182
1339
$144K 0.01%
11,406
-1,306
1340
$143K 0.01%
706
+662
1341
$143K 0.01%
5,342
+773
1342
$143K 0.01%
6,327
+670
1343
$143K 0.01%
889
-10
1344
$142K 0.01%
5,555
+36
1345
$141K 0.01%
3,168
+2,000
1346
$141K 0.01%
8,340
+260
1347
$140K 0.01%
14,167
-3,311
1348
$140K 0.01%
3,608
1349
$139K 0.01%
8,713
+3,294
1350
$139K 0.01%
10,120
-819
52 53
54
55 56