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
2126
$39K ﹤0.01%
1,594
2127
$39K ﹤0.01%
5,422
2128
$39K ﹤0.01%
957
+177
2129
$39K ﹤0.01%
1,375
-6,025
2130
$39K ﹤0.01%
755
-23
2131
$39K ﹤0.01%
1,650
2132
$39K ﹤0.01%
1,234
+166
2133
$39K ﹤0.01%
516
+100
2134
$39K ﹤0.01%
1,423
+990
2135
$39K ﹤0.01%
1,502
+212
2136
$39K ﹤0.01%
406
-48
2137
$39K ﹤0.01%
1,198
-288
2138
$39K ﹤0.01%
2,027
-248
2139
$39K ﹤0.01%
1,399
+551
2140
$39K ﹤0.01%
2,023
+546
2141
$38K ﹤0.01%
752
-476
2142
$38K ﹤0.01%
500
2143
$38K ﹤0.01%
4,372
-482
2144
$38K ﹤0.01%
970
+50
2145
$38K ﹤0.01%
309
+35
2146
$38K ﹤0.01%
1,325
-153
2147
$38K ﹤0.01%
445
+1
2148
$38K ﹤0.01%
8,310
-716
2149
$38K ﹤0.01%
1,350
2150
$38K ﹤0.01%
696
-39
84 85
86
87 88