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
3501
$4K ﹤0.01%
+1,000
3502
$4K ﹤0.01%
1,159
-9,800
3503
$4K ﹤0.01%
+120
3504
$4K ﹤0.01%
117
3505
$4K ﹤0.01%
140
3506
$4K ﹤0.01%
1,100
3507
$4K ﹤0.01%
179
3508
$4K ﹤0.01%
191
-34
3509
$4K ﹤0.01%
184
+3
3510
$4K ﹤0.01%
240
3511
$4K ﹤0.01%
200
3512
$4K ﹤0.01%
206
-211
3513
$4K ﹤0.01%
115
3514
$4K ﹤0.01%
600
3515
$4K ﹤0.01%
500
3516
$4K ﹤0.01%
31
+8
3517
$4K ﹤0.01%
272
3518
$4K ﹤0.01%
+200
3519
$4K ﹤0.01%
1,000
3520
$4K ﹤0.01%
45
3521
$4K ﹤0.01%
625
3522
$4K ﹤0.01%
68
3523
$4K ﹤0.01%
413
+233
3524
$4K ﹤0.01%
66
+49
3525
$4K ﹤0.01%
3,181
-1,065
139 140
141
142 143