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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
4151
$0 ﹤0.01%
21
4152
$0 ﹤0.01%
25
4153
– –
-3,000
4154
$0 ﹤0.01%
2
4155
– –
-175
4156
$0 ﹤0.01%
6
4157
– –
-100
4158
– –
-189,240
4159
$0 ﹤0.01%
2
4160
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0
4161
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66
4162
$0 ﹤0.01%
11
4163
– –
0
4164
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0
4165
$0 ﹤0.01%
35
4166
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-8,000
4167
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-300
4168
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-1,000
4169
– –
-1,250
4170
– –
0
4171
$0 ﹤0.01%
37
4172
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-550
4173
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0
4174
– –
-1,420
4175
– –
-137
165 166
167
168 169