IA

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
– –
-59
4352
$0 ﹤0.01%
5
-55
4353
$0 ﹤0.01%
58
4354
$0 ﹤0.01%
29
4355
– –
-1,000
4356
– –
-188
4357
– –
-200
4358
– –
0
4359
$0 ﹤0.01%
18
4360
– –
-234
4361
$0 ﹤0.01%
9
4362
– –
-250
4363
$0 ﹤0.01%
26
4364
– –
-400
4365
– –
-725
4366
– –
0
4367
– –
-61,442
4368
$0 ﹤0.01%
3
4369
– –
-125
4370
$0 ﹤0.01%
1
4371
$0 ﹤0.01%
2
4372
$0 ﹤0.01%
4
4373
– –
-1,500
4374
$0 ﹤0.01%
2
4375
$0 ﹤0.01%
9
173 174
175
176 177