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
3151
$8K ﹤0.01%
500
3152
$8K ﹤0.01%
264
3153
$8K ﹤0.01%
4,500
3154
$8K ﹤0.01%
347
+2
3155
$8K ﹤0.01%
6,000
-625
3156
$8K ﹤0.01%
920
3157
$8K ﹤0.01%
42
-14
3158
$8K ﹤0.01%
1,000
3159
$8K ﹤0.01%
246
+114
3160
$7K ﹤0.01%
107
-44
3161
$7K ﹤0.01%
250
3162
$7K ﹤0.01%
915
3163
$7K ﹤0.01%
+246
3164
$7K ﹤0.01%
670
-405
3165
$7K ﹤0.01%
126
3166
$7K ﹤0.01%
+250
3167
$7K ﹤0.01%
132
-19
3168
$7K ﹤0.01%
253
+88
3169
$7K ﹤0.01%
100
3170
$7K ﹤0.01%
290
+50
3171
$7K ﹤0.01%
969
-121
3172
$7K ﹤0.01%
13
+4
3173
$7K ﹤0.01%
269
+74
3174
$7K ﹤0.01%
298
+1
3175
$7K ﹤0.01%
200
125 126
127
128 129