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
4051
– –
0
4052
$0 ﹤0.01%
23
4053
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-114
4054
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0
4055
$0 ﹤0.01%
+50
4056
$0 ﹤0.01%
+13
4057
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0
4058
– –
-195
4059
$0 ﹤0.01%
55
4060
$0 ﹤0.01%
+3
4061
$0 ﹤0.01%
1
4062
$0 ﹤0.01%
4
4063
– –
-2,500
4064
– –
-5,033
4065
– –
-31
4066
– –
-420
4067
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-100
4068
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-35
4069
$0 ﹤0.01%
6
4070
$0 ﹤0.01%
6
4071
– –
-100
4072
– –
-189,240
4073
$0 ﹤0.01%
2
4074
– –
0
4075
$0 ﹤0.01%
66
161 162
163
164 165