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
2401
$26K ﹤0.01%
1,588
2402
$26K ﹤0.01%
1,510
-651
2403
$26K ﹤0.01%
175
-124
2404
$26K ﹤0.01%
2,910
-3,230
2405
$26K ﹤0.01%
2,122
-55
2406
$26K ﹤0.01%
368
-63
2407
$26K ﹤0.01%
314
2408
$26K ﹤0.01%
23
-6
2409
$26K ﹤0.01%
853
-80
2410
$26K ﹤0.01%
+1,057
2411
$26K ﹤0.01%
2,153
2412
$25K ﹤0.01%
1,209
-60
2413
$25K ﹤0.01%
950
2414
$25K ﹤0.01%
114
-8
2415
$25K ﹤0.01%
680
-490
2416
$25K ﹤0.01%
1,047
-800
2417
$25K ﹤0.01%
589
+38
2418
$25K ﹤0.01%
595
2419
$25K ﹤0.01%
455
-200
2420
$25K ﹤0.01%
442
-231
2421
$25K ﹤0.01%
402
+246
2422
$25K ﹤0.01%
506
2423
$25K ﹤0.01%
3,920
2424
$25K ﹤0.01%
989
2425
$25K ﹤0.01%
1,124
95 96
97
98 99