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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%
2
4127
– –
-659
4128
– –
-1,081
4129
$0 ﹤0.01%
+100
4130
$0 ﹤0.01%
2
4131
$0 ﹤0.01%
53
4132
$0 ﹤0.01%
12
4133
$0 ﹤0.01%
25
4134
– –
-2,992
4135
$0 ﹤0.01%
10
4136
$0 ﹤0.01%
6
4137
$0 ﹤0.01%
113
-3
4138
$0 ﹤0.01%
10
4139
– –
-22
4140
– –
-1,000
4141
– –
-55
4142
– –
-50
4143
– –
0
4144
$0 ﹤0.01%
2
4145
$0 ﹤0.01%
30
4146
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-600
4147
– –
-34
4148
– –
0
4149
– –
-52
4150
$0 ﹤0.01%
3
164 165
166
167 168