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
3701
$2K ﹤0.01%
80
-14
3702
$2K ﹤0.01%
242
3703
$2K ﹤0.01%
101
3704
$2K ﹤0.01%
80
+13
3705
$2K ﹤0.01%
179
+51
3706
$2K ﹤0.01%
64
3707
$2K ﹤0.01%
+82
3708
$2K ﹤0.01%
42
3709
$2K ﹤0.01%
60
3710
$2K ﹤0.01%
573
3711
$2K ﹤0.01%
85
3712
$2K ﹤0.01%
11
3713
$2K ﹤0.01%
62
3714
$2K ﹤0.01%
6
3715
$2K ﹤0.01%
5
+2
3716
$2K ﹤0.01%
100
3717
$2K ﹤0.01%
500
3718
$2K ﹤0.01%
107
+2
3719
$2K ﹤0.01%
+500
3720
$2K ﹤0.01%
52
3721
$2K ﹤0.01%
100
3722
$2K ﹤0.01%
169
3723
$2K ﹤0.01%
100
3724
$2K ﹤0.01%
77
3725
$2K ﹤0.01%
82
147 148
149
150 151