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
3326
$5K ﹤0.01%
200
3327
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3328
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123
3329
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3330
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70
-50
3331
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3332
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97
3333
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3334
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67
-55
3335
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81
3336
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22
-4
3337
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221
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3339
$5K ﹤0.01%
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3340
$5K ﹤0.01%
+152
3341
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3342
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3343
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3344
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3345
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3346
$5K ﹤0.01%
452
3347
$5K ﹤0.01%
89
-50
3348
$5K ﹤0.01%
162
3349
$5K ﹤0.01%
100
3350
$5K ﹤0.01%
39
132 133
134
135 136