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
3576
$3K ﹤0.01%
9
-29
3577
$3K ﹤0.01%
45
3578
$3K ﹤0.01%
104
-67
3579
$3K ﹤0.01%
68
3580
$3K ﹤0.01%
+51
3581
$3K ﹤0.01%
58
-45
3582
$3K ﹤0.01%
117
-32
3583
$3K ﹤0.01%
100
3584
$3K ﹤0.01%
50
-181
3585
$3K ﹤0.01%
50
3586
$3K ﹤0.01%
108
3587
$3K ﹤0.01%
41
+32
3588
$3K ﹤0.01%
263
3589
$3K ﹤0.01%
100
3590
$3K ﹤0.01%
343
3591
$3K ﹤0.01%
183
3592
$3K ﹤0.01%
48
3593
$3K ﹤0.01%
65
3594
$3K ﹤0.01%
+100
3595
$3K ﹤0.01%
119
3596
$3K ﹤0.01%
145
-41
3597
$3K ﹤0.01%
313
3598
$3K ﹤0.01%
100
3599
$3K ﹤0.01%
12
3600
$3K ﹤0.01%
6
142 143
144
145 146