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
4201
– –
-158
4202
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0
4203
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0
4204
– –
-333
4205
$0 ﹤0.01%
1
4206
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11
4207
– –
-100
4208
$0 ﹤0.01%
100
4209
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-34
4210
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0
4211
– –
-52
4212
$0 ﹤0.01%
3
4213
$0 ﹤0.01%
21
4214
$0 ﹤0.01%
25
4215
– –
-3,000
4216
$0 ﹤0.01%
33
4217
$0 ﹤0.01%
277
-600
4218
– –
-800
4219
– –
-597
4220
$0 ﹤0.01%
50
4221
$0 ﹤0.01%
2
4222
– –
-175
4223
$0 ﹤0.01%
6
4224
– –
-100
4225
– –
-189,240
167 168
169
170 171