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
4326
– –
-14,467
4327
$0 ﹤0.01%
98
4328
– –
-49
4329
$0 ﹤0.01%
24
4330
$0 ﹤0.01%
30
4331
$0 ﹤0.01%
1
-40
4332
– –
-2
4333
– –
0
4334
– –
0
4335
$0 ﹤0.01%
1
4336
$0 ﹤0.01%
2
4337
– –
-42
4338
– –
0
4339
– –
-1,513
4340
– –
-59
4341
$0 ﹤0.01%
5
-55
4342
$0 ﹤0.01%
58
4343
$0 ﹤0.01%
29
4344
– –
-1,000
4345
– –
-188
4346
$0 ﹤0.01%
8
-5
4347
– –
0
4348
– –
-323
4349
$0 ﹤0.01%
226
4350
$0 ﹤0.01%
30
-100
172 173
174
175 176