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
3201
$7K ﹤0.01%
3,944
+2
3202
$7K ﹤0.01%
11,359
-2,686
3203
$7K ﹤0.01%
164
3204
$7K ﹤0.01%
226
3205
$7K ﹤0.01%
275
3206
$7K ﹤0.01%
1,000
3207
$7K ﹤0.01%
673
-26
3208
$7K ﹤0.01%
+50
3209
$7K ﹤0.01%
+7
3210
$7K ﹤0.01%
300
3211
$7K ﹤0.01%
357
+100
3212
$7K ﹤0.01%
572
3213
$7K ﹤0.01%
350
-300
3214
$7K ﹤0.01%
137
3215
$7K ﹤0.01%
118
3216
$7K ﹤0.01%
446
-200
3217
$7K ﹤0.01%
297
-897
3218
$7K ﹤0.01%
467
3219
$7K ﹤0.01%
270
3220
$7K ﹤0.01%
200
3221
$7K ﹤0.01%
2,685
3222
$7K ﹤0.01%
110
3223
$7K ﹤0.01%
300
-300
3224
$7K ﹤0.01%
146
+79
3225
$7K ﹤0.01%
200
-225
127 128
129
130 131