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
4001
$1K ﹤0.01%
318
4002
$1K ﹤0.01%
90
4003
$1K ﹤0.01%
119
4004
$1K ﹤0.01%
200
4005
$1K ﹤0.01%
+17
4006
$1K ﹤0.01%
257
4007
$1K ﹤0.01%
500
4008
$1K ﹤0.01%
102
+9
4009
$1K ﹤0.01%
393
-2,065
4010
– –
-1,234
4011
– –
-92
4012
– –
-115
4013
– –
-619
4014
– –
-2
4015
$0 ﹤0.01%
13
4016
$0 ﹤0.01%
4
4017
$0 ﹤0.01%
21
-80
4018
$0 ﹤0.01%
10
4019
– –
-22
4020
– –
-1,300
4021
– –
-921
4022
– –
-1,400
4023
– –
-605
4024
– –
-1,121
4025
– –
-298
159 160
161
162 163