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
3551
$3K ﹤0.01%
135
3552
$3K ﹤0.01%
300
3553
$3K ﹤0.01%
65
+11
3554
$3K ﹤0.01%
200
3555
$3K ﹤0.01%
97
3556
$3K ﹤0.01%
42
3557
$3K ﹤0.01%
+122
3558
$3K ﹤0.01%
239
3559
$3K ﹤0.01%
100
3560
$3K ﹤0.01%
6
3561
$3K ﹤0.01%
273
3562
$3K ﹤0.01%
+152
3563
$3K ﹤0.01%
1,380
3564
$3K ﹤0.01%
147
3565
$3K ﹤0.01%
79
3566
$3K ﹤0.01%
46
3567
$3K ﹤0.01%
65
-444
3568
$3K ﹤0.01%
98
+22
3569
$3K ﹤0.01%
448
+286
3570
$3K ﹤0.01%
236
3571
$3K ﹤0.01%
42
-26
3572
$3K ﹤0.01%
100
3573
$3K ﹤0.01%
50
+6
3574
$3K ﹤0.01%
188
-62
3575
$3K ﹤0.01%
77
141 142
143
144 145