IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$55M
2
+$6.41M
3
+$5.26M
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
+$4.29M

Top Sells

1
+$6.04M
2
+$5.02M
3
+$3.27M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.1M
5
DD
Du Pont De Nemours E I
DD
+$3.01M

Sector Composition

1 Financials 6.52%
2 Technology 6.21%
3 Healthcare 6.19%
4 Consumer Staples 5.36%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$17K ﹤0.01%
712
2702
$17K ﹤0.01%
591
-379
2703
$17K ﹤0.01%
686
2704
$16K ﹤0.01%
2
2705
$16K ﹤0.01%
438
-44
2706
$16K ﹤0.01%
525
2707
$16K ﹤0.01%
356
2708
$16K ﹤0.01%
1,000
2709
$16K ﹤0.01%
2,000
2710
$16K ﹤0.01%
445
+350
2711
$16K ﹤0.01%
200
2712
$16K ﹤0.01%
1,096
2713
$16K ﹤0.01%
669
+127
2714
$16K ﹤0.01%
+640
2715
$16K ﹤0.01%
1,000
-460
2716
$16K ﹤0.01%
863
2717
$16K ﹤0.01%
168
-10
2718
$16K ﹤0.01%
335
+2
2719
$16K ﹤0.01%
1,065
2720
$16K ﹤0.01%
385
-521
2721
$16K ﹤0.01%
+257
2722
$16K ﹤0.01%
1,224
2723
$16K ﹤0.01%
1,000
2724
$16K ﹤0.01%
17
-9
2725
$16K ﹤0.01%
430
+110
107 108
109
110 111