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
4051
$0 ﹤0.01%
831
4052
– –
-2,992
4053
$0 ﹤0.01%
10
4054
– –
-37,335
4055
– –
-60
4056
– –
-16,113
4057
– –
-1,717
4058
$0 ﹤0.01%
300
4059
– –
-570
4060
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-600
4061
– –
-2,200
4062
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-4,000
4063
– –
-10
4064
– –
-3
4065
– –
-42,783
4066
– –
-254
4067
– –
-1,541
4068
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-2,000
4069
– –
-1,183
4070
$0 ﹤0.01%
81
-68
4071
– –
-1,000
4072
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-10,000
4073
$0 ﹤0.01%
76
4074
$0 ﹤0.01%
+2
4075
$0 ﹤0.01%
1
161 162
163
164 165