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
4101
$0 ﹤0.01%
13
4102
$0 ﹤0.01%
110
4103
$0 ﹤0.01%
+11
4104
$0 ﹤0.01%
230
4105
$0 ﹤0.01%
41
4106
$0 ﹤0.01%
17
4107
$0 ﹤0.01%
262
4108
– –
-8,689
4109
$0 ﹤0.01%
500
-50
4110
– –
-1,300
4111
– –
-921
4112
– –
-1,400
4113
– –
-605
4114
– –
-1,121
4115
– –
-142
4116
– –
-4,615
4117
– –
-200
4118
– –
-1,234
4119
– –
-92
4120
– –
-115
4121
– –
-619
4122
– –
-2
4123
– –
-298
4124
– –
-264
4125
$0 ﹤0.01%
2
-17
163 164
165
166 167