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
3751
$2K ﹤0.01%
96
3752
$2K ﹤0.01%
100
3753
$2K ﹤0.01%
138
3754
$2K ﹤0.01%
225
3755
$2K ﹤0.01%
680
3756
$2K ﹤0.01%
50
-264
3757
$2K ﹤0.01%
100
3758
$2K ﹤0.01%
70
3759
$2K ﹤0.01%
100
3760
$2K ﹤0.01%
188
3761
$2K ﹤0.01%
77
3762
$2K ﹤0.01%
+60
3763
$2K ﹤0.01%
212
-152
3764
$2K ﹤0.01%
57
3765
$2K ﹤0.01%
40
3766
$2K ﹤0.01%
167
3767
$2K ﹤0.01%
2,340
3768
$2K ﹤0.01%
54
3769
$2K ﹤0.01%
96
3770
$2K ﹤0.01%
200
-600
3771
$2K ﹤0.01%
3,000
+500
3772
$2K ﹤0.01%
72
3773
$2K ﹤0.01%
31
3774
– –
0
3775
$2K ﹤0.01%
42
+20
149 150
151
152 153