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
3351
$5K ﹤0.01%
100
3352
$5K ﹤0.01%
117
3353
$5K ﹤0.01%
+128
3354
$5K ﹤0.01%
1,094
-2,562
3355
$5K ﹤0.01%
100
3356
$5K ﹤0.01%
134
3357
$5K ﹤0.01%
401
3358
$5K ﹤0.01%
76
+6
3359
$5K ﹤0.01%
500
3360
$5K ﹤0.01%
25
-67
3361
$5K ﹤0.01%
100
3362
$5K ﹤0.01%
220
3363
$5K ﹤0.01%
400
3364
$5K ﹤0.01%
100
-176
3365
$5K ﹤0.01%
110
3366
$5K ﹤0.01%
141
+107
3367
$5K ﹤0.01%
280
-102
3368
$5K ﹤0.01%
207
3369
$5K ﹤0.01%
400
3370
$5K ﹤0.01%
279
-147
3371
$5K ﹤0.01%
178
3372
$5K ﹤0.01%
60
-23
3373
$5K ﹤0.01%
168
+1
3374
$5K ﹤0.01%
475
+244
3375
$5K ﹤0.01%
327
133 134
135
136 137