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
3976
$1K ﹤0.01%
32
-88
3977
$1K ﹤0.01%
13
3978
$1K ﹤0.01%
+31
3979
$1K ﹤0.01%
11
3980
$1K ﹤0.01%
2
3981
$1K ﹤0.01%
283
3982
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46
3983
$1K ﹤0.01%
+125
3984
$1K ﹤0.01%
100
3985
$1K ﹤0.01%
+200
3986
$1K ﹤0.01%
280
-250
3987
$1K ﹤0.01%
28
+3
3988
$1K ﹤0.01%
32
-105
3989
$1K ﹤0.01%
59
3990
$1K ﹤0.01%
200
-100
3991
$1K ﹤0.01%
35
3992
$1K ﹤0.01%
+30
3993
$1K ﹤0.01%
17
+7
3994
$1K ﹤0.01%
19
-77
3995
$1K ﹤0.01%
333
3996
$1K ﹤0.01%
55
3997
$1K ﹤0.01%
122
+18
3998
$1K ﹤0.01%
2,417
3999
$1K ﹤0.01%
41
4000
$1K ﹤0.01%
30
158 159
160
161 162