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
2226
$34K ﹤0.01%
490
2227
$34K ﹤0.01%
3,445
2228
$34K ﹤0.01%
4,503
-1,093
2229
$34K ﹤0.01%
294
+191
2230
$34K ﹤0.01%
3,710
+86
2231
$34K ﹤0.01%
675
+8
2232
$34K ﹤0.01%
262
-4,209
2233
$34K ﹤0.01%
+985
2234
$34K ﹤0.01%
711
+468
2235
$33K ﹤0.01%
405
+48
2236
$33K ﹤0.01%
1,283
+215
2237
$33K ﹤0.01%
1,223
2238
$33K ﹤0.01%
3,591
2239
$33K ﹤0.01%
+1,250
2240
$33K ﹤0.01%
4,462
2241
$33K ﹤0.01%
1,369
+1,183
2242
$33K ﹤0.01%
2,096
-993
2243
$33K ﹤0.01%
3,000
2244
$33K ﹤0.01%
873
-1,815
2245
$33K ﹤0.01%
750
2246
$33K ﹤0.01%
4,888
-1,165
2247
$33K ﹤0.01%
897
+775
2248
$33K ﹤0.01%
708
2249
$33K ﹤0.01%
318
+31
2250
$33K ﹤0.01%
650
88 89
90
91 92