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
2951
$11K ﹤0.01%
+400
2952
$11K ﹤0.01%
+274
2953
$11K ﹤0.01%
385
2954
$11K ﹤0.01%
916
2955
$11K ﹤0.01%
122
-10
2956
$11K ﹤0.01%
660
2957
$11K ﹤0.01%
625
-270
2958
$11K ﹤0.01%
193
2959
$11K ﹤0.01%
553
2960
$11K ﹤0.01%
580
2961
$11K ﹤0.01%
1,000
2962
$10K ﹤0.01%
246
2963
$10K ﹤0.01%
155
2964
$10K ﹤0.01%
2,600
2965
$10K ﹤0.01%
500
2966
$10K ﹤0.01%
437
-1,150
2967
$10K ﹤0.01%
412
2968
$10K ﹤0.01%
156
2969
$10K ﹤0.01%
146
2970
$10K ﹤0.01%
51
2971
$10K ﹤0.01%
2,896
+332
2972
$10K ﹤0.01%
2,000
-1,000
2973
$10K ﹤0.01%
117
2974
$10K ﹤0.01%
+386
2975
$10K ﹤0.01%
288
117 118
119
120 121