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
3426
$4K ﹤0.01%
133
3427
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124
-542
3428
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+3
3430
– –
-5
3431
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98
+20
3432
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3433
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3434
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3435
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3436
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3437
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-318
3438
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330
3439
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169
+10
3440
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413
3441
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3442
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3443
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3444
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-1,029
3445
$4K ﹤0.01%
154
3446
$4K ﹤0.01%
+335
3447
$4K ﹤0.01%
+78
3448
$4K ﹤0.01%
190
3449
$4K ﹤0.01%
50
-103
3450
$4K ﹤0.01%
180
136 137
138
139 140