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
4126
$0 ﹤0.01%
831
4127
– –
-2,992
4128
$0 ﹤0.01%
10
4129
– –
-11,829
4130
– –
-37,335
4131
– –
-16,113
4132
– –
-1,717
4133
– –
-3,199
4134
– –
-1,824
4135
$0 ﹤0.01%
81
-68
4136
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-1,000
4137
– –
-10,000
4138
– –
-1,000
4139
– –
-55
4140
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-50
4141
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0
4142
$0 ﹤0.01%
2
4143
$0 ﹤0.01%
30
4144
– –
-142
4145
– –
-4,615
4146
– –
-200
4147
– –
-597
4148
$0 ﹤0.01%
50
4149
$0 ﹤0.01%
2
4150
– –
-175
164 165
166
167 168