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
3451
$4K ﹤0.01%
40
-125
3452
$4K ﹤0.01%
123
3453
$4K ﹤0.01%
84
+6
3454
$4K ﹤0.01%
131
3455
$4K ﹤0.01%
132
3456
$4K ﹤0.01%
450
-420
3457
$4K ﹤0.01%
106
-931
3458
$4K ﹤0.01%
150
3459
$4K ﹤0.01%
+300
3460
$4K ﹤0.01%
35
-140
3461
$4K ﹤0.01%
1,022
-500
3462
$4K ﹤0.01%
100
3463
$4K ﹤0.01%
161
3464
$4K ﹤0.01%
58
+2
3465
$4K ﹤0.01%
1,963
3466
$4K ﹤0.01%
68
+38
3467
$4K ﹤0.01%
+1,500
3468
$4K ﹤0.01%
52
-148
3469
$4K ﹤0.01%
78
+6
3470
$4K ﹤0.01%
+200
3471
$4K ﹤0.01%
150
3472
$4K ﹤0.01%
137
3473
$4K ﹤0.01%
224
+24
3474
$4K ﹤0.01%
80
3475
$4K ﹤0.01%
40
137 138
139
140 141