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
2751
$15K ﹤0.01%
657
2752
$15K ﹤0.01%
420
-1,180
2753
$15K ﹤0.01%
1,600
2754
$15K ﹤0.01%
332
+42
2755
$15K ﹤0.01%
+5,600
2756
$15K ﹤0.01%
930
2757
$15K ﹤0.01%
61
2758
$15K ﹤0.01%
663
-7
2759
$15K ﹤0.01%
500
2760
$15K ﹤0.01%
389
+220
2761
$15K ﹤0.01%
1,000
2762
$15K ﹤0.01%
747
-48
2763
$15K ﹤0.01%
346
2764
$15K ﹤0.01%
1,241
-1,242
2765
$15K ﹤0.01%
1,279
-167
2766
$15K ﹤0.01%
1,269
+1,019
2767
$15K ﹤0.01%
+1
2768
$15K ﹤0.01%
1,000
2769
$15K ﹤0.01%
600
2770
$15K ﹤0.01%
474
2771
$15K ﹤0.01%
211
2772
$15K ﹤0.01%
305
2773
$15K ﹤0.01%
350
2774
$15K ﹤0.01%
117
+69
2775
$14K ﹤0.01%
1,000
109 110
111
112 113