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
3001
$10K ﹤0.01%
1,200
-4,198
3002
$10K ﹤0.01%
160
3003
$10K ﹤0.01%
522
3004
$10K ﹤0.01%
123
+107
3005
$10K ﹤0.01%
89
-14
3006
$10K ﹤0.01%
438
-2,890
3007
$10K ﹤0.01%
550
3008
$10K ﹤0.01%
200
3009
$10K ﹤0.01%
215
3010
$10K ﹤0.01%
450
3011
$10K ﹤0.01%
265
-36
3012
$10K ﹤0.01%
111
-10
3013
$10K ﹤0.01%
675
3014
$10K ﹤0.01%
1,000
3015
$10K ﹤0.01%
335
3016
$10K ﹤0.01%
525
3017
$10K ﹤0.01%
1,116
3018
$10K ﹤0.01%
183
3019
$10K ﹤0.01%
337
3020
$10K ﹤0.01%
416
3021
$10K ﹤0.01%
175
3022
$10K ﹤0.01%
193
3023
$10K ﹤0.01%
229
+70
3024
$10K ﹤0.01%
45
3025
$10K ﹤0.01%
+360
119 120
121
122 123