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
3101
$8K ﹤0.01%
235
+35
3102
$8K ﹤0.01%
235
3103
$8K ﹤0.01%
241
3104
$8K ﹤0.01%
241
3105
$8K ﹤0.01%
315
3106
$8K ﹤0.01%
+100
3107
$8K ﹤0.01%
785
-23
3108
$8K ﹤0.01%
164
3109
$8K ﹤0.01%
727
3110
$8K ﹤0.01%
126
3111
$8K ﹤0.01%
285
-24
3112
$8K ﹤0.01%
449
3113
$8K ﹤0.01%
202
3114
$8K ﹤0.01%
67
+24
3115
$8K ﹤0.01%
78
-37
3116
$8K ﹤0.01%
200
-70
3117
$8K ﹤0.01%
360
3118
$8K ﹤0.01%
432
3119
$8K ﹤0.01%
297
3120
$8K ﹤0.01%
379
3121
$8K ﹤0.01%
200
3122
$8K ﹤0.01%
3,570
+3,000
3123
$8K ﹤0.01%
120
+22
3124
$8K ﹤0.01%
195
3125
$8K ﹤0.01%
141
123 124
125
126 127