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
3526
$4K ﹤0.01%
150
3527
$4K ﹤0.01%
3,400
3528
$4K ﹤0.01%
51
3529
$4K ﹤0.01%
751
3530
$4K ﹤0.01%
250
-230
3531
$4K ﹤0.01%
207
3532
$4K ﹤0.01%
+400
3533
$4K ﹤0.01%
340
+241
3534
$4K ﹤0.01%
103
-328
3535
$4K ﹤0.01%
17
3536
$4K ﹤0.01%
78
3537
$4K ﹤0.01%
300
3538
$4K ﹤0.01%
375
3539
$4K ﹤0.01%
200
3540
$3K ﹤0.01%
180
3541
$3K ﹤0.01%
+32
3542
$3K ﹤0.01%
1,000
3543
$3K ﹤0.01%
100
3544
$3K ﹤0.01%
+118
3545
$3K ﹤0.01%
625
3546
$3K ﹤0.01%
69
3547
$3K ﹤0.01%
60
3548
$3K ﹤0.01%
155
-403
3549
$3K ﹤0.01%
1,000
3550
$3K ﹤0.01%
26
140 141
142
143 144