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
3901
$1K ﹤0.01%
35
-150
3902
$1K ﹤0.01%
32
3903
$1K ﹤0.01%
800
-100
3904
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6
3905
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32
+2
3906
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3907
$1K ﹤0.01%
8
-40
3908
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3909
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+24
3910
$1K ﹤0.01%
33
3911
$1K ﹤0.01%
250
3912
$1K ﹤0.01%
39
+5
3913
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3914
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40
3915
$1K ﹤0.01%
10
3916
– –
0
3917
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13
3918
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3919
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150
3920
$1K ﹤0.01%
81
3921
$1K ﹤0.01%
200
3922
$1K ﹤0.01%
79
3923
$1K ﹤0.01%
44
3924
$1K ﹤0.01%
71
3925
$1K ﹤0.01%
52
155 156
157
158 159