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
3226
$7K ﹤0.01%
3,950
-400
3227
$7K ﹤0.01%
80
3228
$7K ﹤0.01%
190
3229
$7K ﹤0.01%
800
-343
3230
$7K ﹤0.01%
821
+11
3231
$6K ﹤0.01%
850
-292
3232
$6K ﹤0.01%
162
3233
$6K ﹤0.01%
165
3234
$6K ﹤0.01%
130
-1,529
3235
$6K ﹤0.01%
34
3236
$6K ﹤0.01%
181
-800
3237
$6K ﹤0.01%
361
-76
3238
$6K ﹤0.01%
29
3239
$6K ﹤0.01%
126
-11
3240
$6K ﹤0.01%
652
3241
$6K ﹤0.01%
145
-61
3242
$6K ﹤0.01%
210
-476
3243
$6K ﹤0.01%
351
3244
$6K ﹤0.01%
126
+1
3245
$6K ﹤0.01%
136
3246
$6K ﹤0.01%
100
3247
$6K ﹤0.01%
147
+3
3248
$6K ﹤0.01%
161
+127
3249
$6K ﹤0.01%
500
3250
$6K ﹤0.01%
53
128 129
130
131 132