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
3651
$3K ﹤0.01%
449
3652
$3K ﹤0.01%
73
+19
3653
$3K ﹤0.01%
+194
3654
$3K ﹤0.01%
+108
3655
$3K ﹤0.01%
54
3656
$3K ﹤0.01%
74
3657
$3K ﹤0.01%
10
-100
3658
$3K ﹤0.01%
100
3659
$3K ﹤0.01%
+1,000
3660
$3K ﹤0.01%
147
3661
$3K ﹤0.01%
273
3662
$3K ﹤0.01%
+85
3663
$3K ﹤0.01%
100
3664
$3K ﹤0.01%
4
3665
$3K ﹤0.01%
308
3666
$3K ﹤0.01%
200
3667
$3K ﹤0.01%
210
3668
$2K ﹤0.01%
555
3669
$2K ﹤0.01%
100
3670
$2K ﹤0.01%
67
3671
$2K ﹤0.01%
52
-90
3672
$2K ﹤0.01%
49
3673
$2K ﹤0.01%
100
3674
$2K ﹤0.01%
25
3675
$2K ﹤0.01%
52
-621
145 146
147
148 149