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
2776
$14K ﹤0.01%
133
2777
$14K ﹤0.01%
2,231
+74
2778
$14K ﹤0.01%
+318
2779
$14K ﹤0.01%
321
2780
$14K ﹤0.01%
1,076
+7
2781
$14K ﹤0.01%
1,000
2782
$14K ﹤0.01%
435
-180
2783
$14K ﹤0.01%
155
+106
2784
$14K ﹤0.01%
628
+400
2785
$14K ﹤0.01%
+280
2786
$14K ﹤0.01%
7,800
2787
$14K ﹤0.01%
645
2788
$14K ﹤0.01%
213
+15
2789
$14K ﹤0.01%
151
-27
2790
$14K ﹤0.01%
1,162
+750
2791
$14K ﹤0.01%
1,500
2792
$14K ﹤0.01%
248
+6
2793
$14K ﹤0.01%
990
+197
2794
$14K ﹤0.01%
1,000
2795
$14K ﹤0.01%
1,250
-453
2796
$14K ﹤0.01%
283
2797
$14K ﹤0.01%
893
2798
$14K ﹤0.01%
740
+432
2799
$14K ﹤0.01%
450
2800
$14K ﹤0.01%
324
110 111
112
113 114