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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
4326
$0 ﹤0.01%
2
4327
– –
-16
4328
– –
-1,500
4329
$0 ﹤0.01%
5
4330
– –
-151
4331
$0 ﹤0.01%
13
4332
$0 ﹤0.01%
4
4333
$0 ﹤0.01%
10
4334
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33
4335
$0 ﹤0.01%
21
4336
– –
-2,000
4337
– –
-4,553
4338
– –
-39
4339
– –
-1,215
4340
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-42
4341
$0 ﹤0.01%
6
4342
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-100
4343
– –
-79
4344
– –
-15,128
4345
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0
4346
– –
-8
4347
$0 ﹤0.01%
12
4348
– –
-900
4349
– –
-923
4350
$0 ﹤0.01%
11
172 173
174
175 176