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
2926
$11K ﹤0.01%
252
+2
2927
$11K ﹤0.01%
809
-9
2928
$11K ﹤0.01%
170
+125
2929
$11K ﹤0.01%
300
2930
$11K ﹤0.01%
200
2931
$11K ﹤0.01%
280
2932
$11K ﹤0.01%
4,483
2933
$11K ﹤0.01%
240
-25
2934
$11K ﹤0.01%
500
2935
$11K ﹤0.01%
308
+246
2936
$11K ﹤0.01%
138
2937
$11K ﹤0.01%
3,574
+3
2938
$11K ﹤0.01%
10
2939
$11K ﹤0.01%
200
2940
$11K ﹤0.01%
500
-539
2941
$11K ﹤0.01%
19
-15
2942
$11K ﹤0.01%
52
2943
$11K ﹤0.01%
700
2944
$11K ﹤0.01%
263
+69
2945
$11K ﹤0.01%
4,664
-799
2946
$11K ﹤0.01%
465
2947
$11K ﹤0.01%
3,100
-100
2948
$11K ﹤0.01%
174
2949
$11K ﹤0.01%
406
2950
$11K ﹤0.01%
164
116 117
118
119 120