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
3726
$2K ﹤0.01%
+49
3727
$2K ﹤0.01%
227
+10
3728
$2K ﹤0.01%
10
3729
$2K ﹤0.01%
102
3730
$2K ﹤0.01%
248
3731
$2K ﹤0.01%
38
3732
$2K ﹤0.01%
+50
3733
$2K ﹤0.01%
294
3734
$2K ﹤0.01%
10
3735
$2K ﹤0.01%
51
+1
3736
$2K ﹤0.01%
100
3737
$2K ﹤0.01%
104
-1,000
3738
$2K ﹤0.01%
400
3739
$2K ﹤0.01%
85
3740
$2K ﹤0.01%
92
3741
$2K ﹤0.01%
158
3742
$2K ﹤0.01%
+40
3743
$2K ﹤0.01%
74
-76
3744
$2K ﹤0.01%
57
-39
3745
$2K ﹤0.01%
254
3746
$2K ﹤0.01%
62
3747
$2K ﹤0.01%
110
-30
3748
$2K ﹤0.01%
76
3749
$2K ﹤0.01%
100
3750
$2K ﹤0.01%
152
148 149
150
151 152