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
2976
$10K ﹤0.01%
302
-320
2977
$10K ﹤0.01%
432
2978
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356
+40
2979
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350
-7
2980
$10K ﹤0.01%
485
2981
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196
2982
$10K ﹤0.01%
235
+100
2983
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175
2984
$10K ﹤0.01%
103
2985
$10K ﹤0.01%
200
2986
$10K ﹤0.01%
2,829
2987
$10K ﹤0.01%
275
2988
$10K ﹤0.01%
129
+55
2989
$10K ﹤0.01%
125
2990
$10K ﹤0.01%
301
-30
2991
$10K ﹤0.01%
+380
2992
$10K ﹤0.01%
825
2993
$10K ﹤0.01%
759
-100
2994
$10K ﹤0.01%
1,136
-396
2995
$10K ﹤0.01%
797
+54
2996
$10K ﹤0.01%
400
2997
$10K ﹤0.01%
187
+48
2998
$10K ﹤0.01%
+227
2999
$10K ﹤0.01%
288
3000
$10K ﹤0.01%
295
118 119
120
121 122