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
3926
$1K ﹤0.01%
50
-167
3927
$1K ﹤0.01%
21
3928
$1K ﹤0.01%
17
3929
$1K ﹤0.01%
75
3930
$1K ﹤0.01%
150
3931
$1K ﹤0.01%
50
3932
$1K ﹤0.01%
28
-1,635
3933
$1K ﹤0.01%
162
3934
$1K ﹤0.01%
5
3935
$1K ﹤0.01%
50
3936
$1K ﹤0.01%
12
3937
$1K ﹤0.01%
187
3938
$1K ﹤0.01%
+38
3939
$1K ﹤0.01%
56
3940
$1K ﹤0.01%
17
3941
$1K ﹤0.01%
100
3942
$1K ﹤0.01%
565
3943
$1K ﹤0.01%
25
-6
3944
$1K ﹤0.01%
34
-2,983
3945
$1K ﹤0.01%
12
3946
$1K ﹤0.01%
29
3947
$1K ﹤0.01%
42
3948
$1K ﹤0.01%
19
3949
$1K ﹤0.01%
100
3950
$1K ﹤0.01%
13
-29
156 157
158
159 160