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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
4351
– –
-42
4352
$0 ﹤0.01%
23
-705
4353
$0 ﹤0.01%
34
4354
$0 ﹤0.01%
5
4355
$0 ﹤0.01%
2
4356
– –
0
4357
– –
-30,000
4358
$0 ﹤0.01%
+14
4359
– –
0
4360
– –
-180
4361
– –
-43
4362
$0 ﹤0.01%
17
4363
$0 ﹤0.01%
200
4364
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-200
4365
$0 ﹤0.01%
9
4366
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-83
4367
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-5,170
4368
$0 ﹤0.01%
3
4369
– –
-114
4370
– –
0
4371
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+50
4372
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0
4373
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0
4374
– –
-81
4375
$0 ﹤0.01%
+13
173 174
175
176 177