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
3126
$8K ﹤0.01%
494
3127
$8K ﹤0.01%
265
3128
$8K ﹤0.01%
22
-470
3129
$8K ﹤0.01%
685
+17
3130
$8K ﹤0.01%
331
3131
$8K ﹤0.01%
775
+6
3132
$8K ﹤0.01%
133
3133
$8K ﹤0.01%
457
3134
$8K ﹤0.01%
300
3135
$8K ﹤0.01%
750
3136
$8K ﹤0.01%
+2,000
3137
$8K ﹤0.01%
2,000
3138
$8K ﹤0.01%
930
+100
3139
$8K ﹤0.01%
294
3140
$8K ﹤0.01%
190
3141
$8K ﹤0.01%
577
3142
$8K ﹤0.01%
350
3143
$8K ﹤0.01%
178
-53
3144
$8K ﹤0.01%
215
+88
3145
$8K ﹤0.01%
641
3146
$8K ﹤0.01%
131
+2
3147
$8K ﹤0.01%
100
3148
$8K ﹤0.01%
320
+2
3149
$8K ﹤0.01%
207
-933
3150
$8K ﹤0.01%
+200
124 125
126
127 128