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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
4376
– –
0
4377
– –
-195
4378
$0 ﹤0.01%
55
4379
$0 ﹤0.01%
+3
4380
– –
-600
4381
$0 ﹤0.01%
1
4382
$0 ﹤0.01%
5
4383
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0
4384
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4385
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-500
4386
$0 ﹤0.01%
1
4387
$0 ﹤0.01%
4
4388
– –
-2,500
4389
– –
-5,033
4390
– –
-31
4391
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-420
4392
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-100
4393
– –
-137
4394
$0 ﹤0.01%
5
4395
– –
-35
4396
$0 ﹤0.01%
20
-1
4397
$0 ﹤0.01%
1
4398
– –
-12
4399
$0 ﹤0.01%
17
4400
– –
-300
173 174 175
176
177