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
3801
$2K ﹤0.01%
19
-92
3802
$2K ﹤0.01%
33
3803
$2K ﹤0.01%
70
3804
$2K ﹤0.01%
60
+47
3805
$2K ﹤0.01%
+57
3806
$2K ﹤0.01%
34
+3
3807
$2K ﹤0.01%
3,300
3808
$2K ﹤0.01%
135
3809
$2K ﹤0.01%
334
3810
$2K ﹤0.01%
33
3811
$2K ﹤0.01%
40
-2,114
3812
$2K ﹤0.01%
50
3813
$2K ﹤0.01%
+120
3814
$2K ﹤0.01%
361
3815
$2K ﹤0.01%
28
-86
3816
$2K ﹤0.01%
21
3817
$2K ﹤0.01%
+2
3818
$2K ﹤0.01%
124
3819
$2K ﹤0.01%
35
-472
3820
$1K ﹤0.01%
47
-353
3821
$1K ﹤0.01%
29
3822
$1K ﹤0.01%
100
3823
$1K ﹤0.01%
18
+5
3824
$1K ﹤0.01%
734
-14,689
3825
$1K ﹤0.01%
23
151 152
153
154 155