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
3851
$1K ﹤0.01%
1,600
3852
$1K ﹤0.01%
11
3853
$1K ﹤0.01%
13
3854
$1K ﹤0.01%
1,000
3855
$1K ﹤0.01%
200
3856
$1K ﹤0.01%
1
3857
$1K ﹤0.01%
10
3858
$1K ﹤0.01%
10
3859
$1K ﹤0.01%
60
3860
– –
0
3861
$1K ﹤0.01%
23
3862
$1K ﹤0.01%
80
3863
$1K ﹤0.01%
400
3864
$1K ﹤0.01%
20
-90
3865
$1K ﹤0.01%
237
-20
3866
$1K ﹤0.01%
216
3867
$1K ﹤0.01%
80
3868
$1K ﹤0.01%
20
-2,150
3869
$1K ﹤0.01%
+25
3870
$1K ﹤0.01%
20
3871
$1K ﹤0.01%
100
3872
$1K ﹤0.01%
100
3873
$1K ﹤0.01%
21
-1,019
3874
$1K ﹤0.01%
200
3875
$1K ﹤0.01%
75
153 154
155
156 157