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
2326
$30K ﹤0.01%
3,452
-640
2327
$29K ﹤0.01%
2,190
-180
2328
$29K ﹤0.01%
3,000
2329
$29K ﹤0.01%
606
-60
2330
$29K ﹤0.01%
1,768
-51
2331
$29K ﹤0.01%
458
-700
2332
$29K ﹤0.01%
304
-10
2333
$29K ﹤0.01%
+850
2334
$29K ﹤0.01%
990
+5
2335
$29K ﹤0.01%
1,078
+15
2336
$29K ﹤0.01%
284
2337
$29K ﹤0.01%
590
+15
2338
$29K ﹤0.01%
994
+302
2339
$29K ﹤0.01%
889
-47
2340
$29K ﹤0.01%
188
2341
$29K ﹤0.01%
1,115
2342
$29K ﹤0.01%
1,822
2343
$29K ﹤0.01%
736
-66
2344
$29K ﹤0.01%
355
-90
2345
$29K ﹤0.01%
1,000
2346
$28K ﹤0.01%
801
+114
2347
$28K ﹤0.01%
504
-215
2348
$28K ﹤0.01%
7,873
+2,558
2349
$28K ﹤0.01%
27,242
-3,275
2350
$28K ﹤0.01%
725
-2,100
92 93
94
95 96