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
4376
– –
-9,000
4377
$0 ﹤0.01%
14
4378
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-200
4379
– –
-254
4380
– –
-400
4381
– –
-21,450
4382
– –
-408
4383
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0
4384
$0 ﹤0.01%
2
4385
– –
-16
4386
– –
-1,500
4387
$0 ﹤0.01%
5
4388
– –
-151
4389
$0 ﹤0.01%
13
4390
$0 ﹤0.01%
4
4391
– –
-2,000
4392
– –
-4,553
4393
$0 ﹤0.01%
8
4394
– –
-119
4395
– –
-39
4396
– –
-1,215
4397
– –
-42
4398
$0 ﹤0.01%
6
4399
– –
-100
4400
– –
-79
173 174 175
176
177