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
3476
$4K ﹤0.01%
50
-7
3477
$4K ﹤0.01%
+207
3478
$4K ﹤0.01%
165
-10,385
3479
$4K ﹤0.01%
112
+104
3480
$4K ﹤0.01%
57
+53
3481
$4K ﹤0.01%
30
3482
$4K ﹤0.01%
324
3483
$4K ﹤0.01%
4,000
3484
$4K ﹤0.01%
132
3485
$4K ﹤0.01%
67
3486
$4K ﹤0.01%
179
3487
$4K ﹤0.01%
108
-466
3488
$4K ﹤0.01%
123
+105
3489
$4K ﹤0.01%
+50
3490
$4K ﹤0.01%
6,130
3491
$4K ﹤0.01%
301
3492
$4K ﹤0.01%
64
+1
3493
$4K ﹤0.01%
+136
3494
$4K ﹤0.01%
43
-200
3495
$4K ﹤0.01%
27
3496
$4K ﹤0.01%
221
-7
3497
$4K ﹤0.01%
200
-64
3498
$4K ﹤0.01%
121
-19
3499
$4K ﹤0.01%
300
3500
$4K ﹤0.01%
81
+6
138 139
140
141 142