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
3376
$5K ﹤0.01%
145
+4
3377
$5K ﹤0.01%
162
3378
$5K ﹤0.01%
139
3379
$5K ﹤0.01%
68
+9
3380
$5K ﹤0.01%
162
-190
3381
$5K ﹤0.01%
150
3382
$5K ﹤0.01%
50
-52
3383
$5K ﹤0.01%
155
3384
$5K ﹤0.01%
300
3385
$5K ﹤0.01%
300
3386
$5K ﹤0.01%
500
-3,705
3387
$5K ﹤0.01%
429
-1,531
3388
$5K ﹤0.01%
95
3389
$5K ﹤0.01%
183
+98
3390
$5K ﹤0.01%
346
+205
3391
$5K ﹤0.01%
67
-75
3392
$5K ﹤0.01%
600
3393
$5K ﹤0.01%
221
3394
$5K ﹤0.01%
+200
3395
$5K ﹤0.01%
694
3396
$5K ﹤0.01%
+57
3397
$5K ﹤0.01%
600
3398
$5K ﹤0.01%
200
3399
$5K ﹤0.01%
387
-9
3400
$5K ﹤0.01%
+150
134 135
136
137 138