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
3251
$6K ﹤0.01%
366
+158
3252
$6K ﹤0.01%
58
3253
$6K ﹤0.01%
312
3254
$6K ﹤0.01%
250
3255
$6K ﹤0.01%
100
3256
$6K ﹤0.01%
78
-86
3257
$6K ﹤0.01%
380
-525
3258
$6K ﹤0.01%
+159
3259
$6K ﹤0.01%
57
+22
3260
$6K ﹤0.01%
42
-20
3261
$6K ﹤0.01%
+4
3262
$6K ﹤0.01%
162
3263
$6K ﹤0.01%
116
3264
$6K ﹤0.01%
504
3265
$6K ﹤0.01%
163
+63
3266
$6K ﹤0.01%
388
3267
$6K ﹤0.01%
201
3268
$6K ﹤0.01%
400
3269
$6K ﹤0.01%
100
3270
$6K ﹤0.01%
1,164
3271
$6K ﹤0.01%
400
+22
3272
$6K ﹤0.01%
126
+2
3273
$6K ﹤0.01%
+264
3274
$6K ﹤0.01%
1,382
+424
3275
$6K ﹤0.01%
500
129 130
131
132 133