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
3826
$1K ﹤0.01%
100
-150
3827
$1K ﹤0.01%
85
3828
$1K ﹤0.01%
600
3829
$1K ﹤0.01%
30
3830
$1K ﹤0.01%
57
3831
$1K ﹤0.01%
350
3832
$1K ﹤0.01%
102
3833
$1K ﹤0.01%
104
3834
$1K ﹤0.01%
166
3835
$1K ﹤0.01%
1,000
3836
$1K ﹤0.01%
28
-65
3837
$1K ﹤0.01%
36
3838
$1K ﹤0.01%
1,188
3839
$1K ﹤0.01%
43
3840
$1K ﹤0.01%
+3
3841
$1K ﹤0.01%
10,043
3842
$1K ﹤0.01%
+351
3843
$1K ﹤0.01%
85
3844
$1K ﹤0.01%
302
3845
$1K ﹤0.01%
6,550
3846
$1K ﹤0.01%
200
3847
$1K ﹤0.01%
1,249
-1,590
3848
$1K ﹤0.01%
25
3849
$1K ﹤0.01%
7
3850
$1K ﹤0.01%
20
152 153
154
155 156