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
3276
$6K ﹤0.01%
100
3277
$6K ﹤0.01%
173
-60
3278
$6K ﹤0.01%
160
3279
$6K ﹤0.01%
306
+120
3280
$6K ﹤0.01%
173
3281
$6K ﹤0.01%
662
3282
$6K ﹤0.01%
1,000
3283
$6K ﹤0.01%
194
3284
$6K ﹤0.01%
165
-19
3285
$6K ﹤0.01%
180
3286
$6K ﹤0.01%
55
+5
3287
$6K ﹤0.01%
76
3288
$6K ﹤0.01%
802
3289
$6K ﹤0.01%
93
3290
$6K ﹤0.01%
1
3291
$6K ﹤0.01%
443
+43
3292
$6K ﹤0.01%
428
3293
$6K ﹤0.01%
690
-415
3294
$6K ﹤0.01%
200
-500
3295
$6K ﹤0.01%
250
-75
3296
$6K ﹤0.01%
185
3297
$6K ﹤0.01%
48
3298
$6K ﹤0.01%
1,600
3299
$6K ﹤0.01%
1,017
+17
3300
$6K ﹤0.01%
150
130 131
132
133 134