IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
– –
-408
4377
– –
0
4378
$0 ﹤0.01%
2
4379
– –
-16
4380
– –
-1,500
4381
$0 ﹤0.01%
5
4382
– –
-151
4383
$0 ﹤0.01%
13
4384
$0 ﹤0.01%
4
4385
$0 ﹤0.01%
10
4386
$0 ﹤0.01%
33
4387
$0 ﹤0.01%
21
4388
– –
-1,215
4389
– –
-42
4390
$0 ﹤0.01%
6
4391
– –
-100
4392
– –
-79
4393
– –
-15,128
4394
$0 ﹤0.01%
12
4395
– –
-900
4396
– –
-923
4397
$0 ﹤0.01%
11
4398
– –
-42
4399
$0 ﹤0.01%
23
-705
4400
$0 ﹤0.01%
34
173 174 175
176
177