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
1801
$67K ﹤0.01%
2,408
+988
1802
$67K ﹤0.01%
3,200
-1,000
1803
$67K ﹤0.01%
1,516
1804
$66K ﹤0.01%
602
-204
1805
$66K ﹤0.01%
541
-105
1806
$66K ﹤0.01%
2,935
+1,750
1807
$66K ﹤0.01%
25,130
1808
$66K ﹤0.01%
2,448
+2
1809
$66K ﹤0.01%
3,850
+500
1810
$65K ﹤0.01%
5,150
1811
$65K ﹤0.01%
1,758
1812
$65K ﹤0.01%
12,649
1813
$65K ﹤0.01%
265
-24
1814
$65K ﹤0.01%
1,757
-646
1815
$65K ﹤0.01%
1,889
-749
1816
$65K ﹤0.01%
3,074
-29,241
1817
$65K ﹤0.01%
4,715
+1,255
1818
$65K ﹤0.01%
2,639
-1,102
1819
$65K ﹤0.01%
749
+11
1820
$65K ﹤0.01%
699
1821
$64K ﹤0.01%
1,170
+1
1822
$64K ﹤0.01%
2,431
-250
1823
$64K ﹤0.01%
824
+753
1824
$64K ﹤0.01%
419
+47
1825
$64K ﹤0.01%
1,722
+121
71 72
73
74 75