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
3951
$1K ﹤0.01%
6
-18
3952
– –
0
3953
$1K ﹤0.01%
15
-69
3954
$1K ﹤0.01%
24
3955
$1K ﹤0.01%
66
-130
3956
$1K ﹤0.01%
600
3957
$1K ﹤0.01%
31
-1,109
3958
$1K ﹤0.01%
47
3959
$1K ﹤0.01%
53
3960
$1K ﹤0.01%
17
3961
$1K ﹤0.01%
81
3962
$1K ﹤0.01%
50
-50
3963
$1K ﹤0.01%
45
3964
$1K ﹤0.01%
60
3965
– –
0
3966
$1K ﹤0.01%
34
3967
$1K ﹤0.01%
+87
3968
$1K ﹤0.01%
46
3969
$1K ﹤0.01%
39
-5
3970
$1K ﹤0.01%
36
3971
$1K ﹤0.01%
15
3972
$1K ﹤0.01%
1,100
3973
$1K ﹤0.01%
45
3974
$1K ﹤0.01%
28
3975
$1K ﹤0.01%
275
157 158
159
160 161