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
4126
$0 ﹤0.01%
145
-67
4127
$0 ﹤0.01%
110
4128
$0 ﹤0.01%
+11
4129
$0 ﹤0.01%
230
4130
$0 ﹤0.01%
41
4131
$0 ﹤0.01%
17
4132
$0 ﹤0.01%
262
4133
– –
-8,689
4134
$0 ﹤0.01%
500
-50
4135
– –
-1,300
4136
– –
-921
4137
– –
-1,400
4138
– –
-605
4139
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-1,121
4140
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-142
4141
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-4,615
4142
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-200
4143
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-1,234
4144
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-92
4145
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-115
4146
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-619
4147
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-900
4148
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-923
4149
$0 ﹤0.01%
11
4150
– –
-42
164 165
166
167 168