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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
4251
– –
-612
4252
– –
-1,583
4253
$0 ﹤0.01%
831
4254
– –
-11,829
4255
– –
-37,335
4256
– –
-60
4257
– –
-16,113
4258
– –
-1,717
4259
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-3,199
4260
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-1,824
4261
$0 ﹤0.01%
300
4262
– –
-570
4263
– –
-600
4264
– –
-2,200
4265
– –
-4,000
4266
– –
-254
4267
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-37
4268
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-1,541
4269
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-5,450
4270
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-2,000
4271
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-8,093
4272
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-11,009
4273
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-321
4274
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-14,467
4275
$0 ﹤0.01%
98
169 170
171
172 173