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
3601
$3K ﹤0.01%
230
3602
$3K ﹤0.01%
300
-1,000
3603
$3K ﹤0.01%
70
3604
$3K ﹤0.01%
153
-1,150
3605
$3K ﹤0.01%
45
3606
$3K ﹤0.01%
600
3607
$3K ﹤0.01%
37
-4,570
3608
$3K ﹤0.01%
146
-2,904
3609
$3K ﹤0.01%
+425
3610
$3K ﹤0.01%
105
3611
$3K ﹤0.01%
59
3612
$3K ﹤0.01%
124
3613
$3K ﹤0.01%
451
3614
$3K ﹤0.01%
145
+141
3615
$3K ﹤0.01%
+14
3616
$3K ﹤0.01%
146
3617
$3K ﹤0.01%
630
-8,660
3618
$3K ﹤0.01%
159
3619
$3K ﹤0.01%
300
3620
$3K ﹤0.01%
79
+70
3621
$3K ﹤0.01%
83
-44
3622
$3K ﹤0.01%
109
3623
$3K ﹤0.01%
206
+6
3624
$3K ﹤0.01%
264
+83
3625
$3K ﹤0.01%
166
143 144
145
146 147