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
3626
$3K ﹤0.01%
66
3627
$3K ﹤0.01%
327
-980
3628
$3K ﹤0.01%
100
3629
$3K ﹤0.01%
200
3630
$3K ﹤0.01%
162
-500
3631
$3K ﹤0.01%
448
3632
$3K ﹤0.01%
100
-146
3633
$3K ﹤0.01%
199
+10
3634
$3K ﹤0.01%
437
3635
$3K ﹤0.01%
284
3636
$3K ﹤0.01%
64
3637
$3K ﹤0.01%
1,092
3638
$3K ﹤0.01%
1,333
-500
3639
$3K ﹤0.01%
187
+83
3640
$3K ﹤0.01%
137
3641
$3K ﹤0.01%
75
+10
3642
$3K ﹤0.01%
1,436
3643
$3K ﹤0.01%
47
+44
3644
$3K ﹤0.01%
301
3645
$3K ﹤0.01%
71
-12
3646
$3K ﹤0.01%
15
3647
$3K ﹤0.01%
900
3648
$3K ﹤0.01%
+167
3649
$3K ﹤0.01%
+256
3650
$3K ﹤0.01%
554
-717
144 145
146
147 148