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
4226
– –
-10
4227
$0 ﹤0.01%
1
4228
$0 ﹤0.01%
5
-3
4229
– –
-1
4230
– –
-30
4231
– –
-1
4232
– –
-950
4233
$0 ﹤0.01%
4
-507
4234
– –
-600
4235
$0 ﹤0.01%
+8
4236
– –
-22
4237
$0 ﹤0.01%
10
4238
$0 ﹤0.01%
6
4239
$0 ﹤0.01%
11
-47
4240
$0 ﹤0.01%
6
4241
– –
0
4242
$0 ﹤0.01%
2
4243
$0 ﹤0.01%
6
4244
$0 ﹤0.01%
20
4245
$0 ﹤0.01%
11
4246
– –
-250
4247
$0 ﹤0.01%
1
4248
– –
-47
4249
– –
-1,000
4250
$0 ﹤0.01%
14
168 169
170
171 172