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
2176
$37K ﹤0.01%
25
2177
$37K ﹤0.01%
383
+183
2178
$36K ﹤0.01%
4,828
-319
2179
$36K ﹤0.01%
971
-291
2180
$36K ﹤0.01%
3,020
+10
2181
$36K ﹤0.01%
239
2182
$36K ﹤0.01%
5,749
+2,300
2183
$36K ﹤0.01%
5,000
2184
$36K ﹤0.01%
1,210
-189
2185
$36K ﹤0.01%
318
+7
2186
$36K ﹤0.01%
16,715
2187
$36K ﹤0.01%
575
-6,904
2188
$36K ﹤0.01%
1,035
+2
2189
$36K ﹤0.01%
704
2190
$36K ﹤0.01%
412
+140
2191
$36K ﹤0.01%
1,135
-154
2192
$36K ﹤0.01%
4,716
+1,383
2193
$36K ﹤0.01%
952
+250
2194
$36K ﹤0.01%
154
+41
2195
$36K ﹤0.01%
668
-19
2196
$36K ﹤0.01%
581
+564
2197
$36K ﹤0.01%
433
+116
2198
$36K ﹤0.01%
2,077
-1,026
2199
$35K ﹤0.01%
1,591
+1,239
2200
$35K ﹤0.01%
1,190
-125
86 87
88
89 90