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
1926
$54K ﹤0.01%
3,835
1927
$54K ﹤0.01%
3,156
1928
$54K ﹤0.01%
2,679
+520
1929
$54K ﹤0.01%
295
-50
1930
$54K ﹤0.01%
10,492
+3,496
1931
$54K ﹤0.01%
3,372
-204
1932
$54K ﹤0.01%
2,227
+727
1933
$54K ﹤0.01%
1,484
+317
1934
$54K ﹤0.01%
1,306
+273
1935
$54K ﹤0.01%
3,757
+21
1936
$53K ﹤0.01%
1,833
+3
1937
$53K ﹤0.01%
687
-39
1938
$53K ﹤0.01%
753
-67
1939
$53K ﹤0.01%
3,381
1940
$53K ﹤0.01%
1,687
-487
1941
$53K ﹤0.01%
886
-59
1942
$53K ﹤0.01%
672
-48
1943
$53K ﹤0.01%
2,255
+1
1944
$52K ﹤0.01%
+1,343
1945
$52K ﹤0.01%
2,191
+39
1946
$52K ﹤0.01%
1,136
-143
1947
$52K ﹤0.01%
1,189
-112
1948
$52K ﹤0.01%
1,638
-132
1949
$52K ﹤0.01%
2,800
1950
$52K ﹤0.01%
766
+66
76 77
78
79 80