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
2301
$31K ﹤0.01%
750
2302
$31K ﹤0.01%
800
-640
2303
$30K ﹤0.01%
1,190
2304
$30K ﹤0.01%
700
+300
2305
$30K ﹤0.01%
2,117
+15
2306
$30K ﹤0.01%
3,000
2307
$30K ﹤0.01%
242
+16
2308
$30K ﹤0.01%
465
-54
2309
$30K ﹤0.01%
+1,031
2310
$30K ﹤0.01%
1,229
2311
$30K ﹤0.01%
5,327
2312
$30K ﹤0.01%
1,890
+1,000
2313
$30K ﹤0.01%
513
2314
$30K ﹤0.01%
2,389
2315
$30K ﹤0.01%
5
+2
2316
$30K ﹤0.01%
722
+448
2317
$30K ﹤0.01%
2,100
2318
$30K ﹤0.01%
855
+10
2319
$30K ﹤0.01%
724
+206
2320
$30K ﹤0.01%
1,246
-173
2321
$30K ﹤0.01%
763
+374
2322
$30K ﹤0.01%
2,000
2323
$30K ﹤0.01%
788
2324
$30K ﹤0.01%
604
+300
2325
$30K ﹤0.01%
1,735
91 92
93
94 95