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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
4226
– –
-40
4227
– –
-22
4228
$0 ﹤0.01%
13
4229
$0 ﹤0.01%
4
4230
$0 ﹤0.01%
1,325
4231
– –
-747
4232
$0 ﹤0.01%
1
4233
$0 ﹤0.01%
+13
4234
$0 ﹤0.01%
1
-80
4235
$0 ﹤0.01%
1,627
4236
$0 ﹤0.01%
1
4237
$0 ﹤0.01%
30
4238
$0 ﹤0.01%
1
4239
– –
-157
4240
$0 ﹤0.01%
62
4241
$0 ﹤0.01%
19
4242
$0 ﹤0.01%
9
-6
4243
$0 ﹤0.01%
20
-12
4244
$0 ﹤0.01%
50
4245
$0 ﹤0.01%
100
4246
$0 ﹤0.01%
100
4247
– –
-30
4248
– –
-245
4249
– –
-86,095
4250
– –
-189
168 169
170
171 172