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
3676
$2K ﹤0.01%
162
3677
$2K ﹤0.01%
29
-101
3678
$2K ﹤0.01%
628
3679
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610
3680
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174
+14
3681
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+112
3682
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8
-1
3683
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200
-200
3684
$2K ﹤0.01%
+47
3685
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83
+5
3686
$2K ﹤0.01%
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3687
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70
3688
$2K ﹤0.01%
+174
3689
$2K ﹤0.01%
+105
3690
$2K ﹤0.01%
130
3691
$2K ﹤0.01%
99
3692
$2K ﹤0.01%
360
3693
$2K ﹤0.01%
53
-398
3694
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200
3695
$2K ﹤0.01%
+138
3696
$2K ﹤0.01%
156
3697
$2K ﹤0.01%
86
3698
$2K ﹤0.01%
68
3699
$2K ﹤0.01%
87
3700
– –
0
146 147
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149 150