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
3176
$7K ﹤0.01%
100
-130
3177
$7K ﹤0.01%
435
3178
$7K ﹤0.01%
260
-18
3179
$7K ﹤0.01%
692
-93
3180
$7K ﹤0.01%
118
-72
3181
$7K ﹤0.01%
300
3182
$7K ﹤0.01%
245
+222
3183
$7K ﹤0.01%
193
+27
3184
$7K ﹤0.01%
342
3185
$7K ﹤0.01%
106
3186
$7K ﹤0.01%
63
+5
3187
$7K ﹤0.01%
10
3188
$7K ﹤0.01%
45
3189
$7K ﹤0.01%
155
3190
$7K ﹤0.01%
1,083
+152
3191
$7K ﹤0.01%
44
3192
$7K ﹤0.01%
385
-102
3193
$7K ﹤0.01%
1,437
3194
$7K ﹤0.01%
568
3195
$7K ﹤0.01%
3,380
-14
3196
$7K ﹤0.01%
8
3197
$7K ﹤0.01%
477
3198
$7K ﹤0.01%
126
+1
3199
$7K ﹤0.01%
320
3200
$7K ﹤0.01%
276
-98
126 127
128
129 130