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
2426
$25K ﹤0.01%
330
2427
$25K ﹤0.01%
274
+170
2428
$25K ﹤0.01%
600
+125
2429
$25K ﹤0.01%
595
2430
$25K ﹤0.01%
5,406
+206
2431
$25K ﹤0.01%
571
-9
2432
$25K ﹤0.01%
1,134
+10
2433
$25K ﹤0.01%
500
-1,862
2434
$25K ﹤0.01%
773
-500
2435
$25K ﹤0.01%
530
2436
$25K ﹤0.01%
1,100
2437
$25K ﹤0.01%
200
2438
$25K ﹤0.01%
730
+1
2439
$25K ﹤0.01%
+3,000
2440
$25K ﹤0.01%
1,600
+600
2441
$25K ﹤0.01%
1,965
+279
2442
$24K ﹤0.01%
1,593
+1,000
2443
$24K ﹤0.01%
450
+182
2444
$24K ﹤0.01%
497
+2
2445
$24K ﹤0.01%
2,624
-1,200
2446
$24K ﹤0.01%
641
-1,039
2447
$24K ﹤0.01%
740
2448
$24K ﹤0.01%
1,255
2449
$24K ﹤0.01%
1,092
2450
$24K ﹤0.01%
600
96 97
98
99 100