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
2851
$13K ﹤0.01%
1,564
+5
2852
$13K ﹤0.01%
717
2853
$13K ﹤0.01%
1,200
2854
$13K ﹤0.01%
200
-150
2855
$13K ﹤0.01%
50
2856
$13K ﹤0.01%
+650
2857
$13K ﹤0.01%
250
-12
2858
$13K ﹤0.01%
175
2859
$13K ﹤0.01%
591
-220
2860
$13K ﹤0.01%
26
+4
2861
$13K ﹤0.01%
1,283
-80
2862
$13K ﹤0.01%
1,010
+10
2863
$13K ﹤0.01%
657
2864
$13K ﹤0.01%
486
2865
$13K ﹤0.01%
370
-80
2866
$13K ﹤0.01%
257
2867
$13K ﹤0.01%
138
+5
2868
$13K ﹤0.01%
250
2869
$13K ﹤0.01%
3,181
-3,344
2870
$13K ﹤0.01%
251
2871
$13K ﹤0.01%
125
2872
$12K ﹤0.01%
90
-109
2873
$12K ﹤0.01%
430
2874
$12K ﹤0.01%
5,089
+259
2875
$12K ﹤0.01%
213
-100
113 114
115
116 117