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
3776
$2K ﹤0.01%
150
3777
$2K ﹤0.01%
200
3778
$2K ﹤0.01%
+54
3779
$2K ﹤0.01%
104
3780
$2K ﹤0.01%
100
3781
$2K ﹤0.01%
22
3782
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63
-60
3783
$2K ﹤0.01%
140
3784
$2K ﹤0.01%
115
-300
3785
$2K ﹤0.01%
127
3786
$2K ﹤0.01%
+48
3787
$2K ﹤0.01%
650
-125
3788
$2K ﹤0.01%
49
3789
$2K ﹤0.01%
40
-200
3790
$2K ﹤0.01%
99
-138
3791
$2K ﹤0.01%
100
3792
$2K ﹤0.01%
175
3793
$2K ﹤0.01%
216
3794
$2K ﹤0.01%
1,200
3795
$2K ﹤0.01%
411
3796
$2K ﹤0.01%
38
3797
$2K ﹤0.01%
257
3798
$2K ﹤0.01%
1,343
-2,556
3799
$2K ﹤0.01%
92
-200
3800
$2K ﹤0.01%
33
150 151
152
153 154