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
2451
$24K ﹤0.01%
38
-47
2452
$24K ﹤0.01%
2,240
+240
2453
$24K ﹤0.01%
403
-69
2454
$24K ﹤0.01%
937
2455
$24K ﹤0.01%
36
+26
2456
$24K ﹤0.01%
580
-126
2457
$24K ﹤0.01%
245
+224
2458
$24K ﹤0.01%
353
2459
$24K ﹤0.01%
2,400
-1,000
2460
$24K ﹤0.01%
1,195
2461
$24K ﹤0.01%
215
-12
2462
$24K ﹤0.01%
500
+100
2463
$24K ﹤0.01%
1,650
2464
$24K ﹤0.01%
425
+240
2465
$24K ﹤0.01%
3,670
2466
$24K ﹤0.01%
2,297
+722
2467
$24K ﹤0.01%
1,263
+34
2468
$24K ﹤0.01%
222
-39
2469
$24K ﹤0.01%
346
-16
2470
$24K ﹤0.01%
192
-360
2471
$24K ﹤0.01%
1,010
2472
$23K ﹤0.01%
1,204
2473
$23K ﹤0.01%
2,584
2474
$23K ﹤0.01%
3,737
+1,442
2475
$23K ﹤0.01%
195
97 98
99
100 101