IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4051
– –
-30
4052
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-245
4053
– –
-86,095
4054
– –
-189
4055
– –
-612
4056
– –
-1,583
4057
$0 ﹤0.01%
831
4058
– –
-1,081
4059
$0 ﹤0.01%
+100
4060
$0 ﹤0.01%
2
4061
$0 ﹤0.01%
53
4062
$0 ﹤0.01%
12
4063
$0 ﹤0.01%
25
4064
– –
-2,992
4065
$0 ﹤0.01%
10
4066
$0 ﹤0.01%
6
4067
– –
-11,829
4068
– –
-37,335
4069
– –
-60
4070
– –
-16,113
4071
– –
-1,717
4072
– –
-3,199
4073
– –
-1,824
4074
$0 ﹤0.01%
300
4075
– –
-570
161 162
163
164 165