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
4301
– –
-250
4302
$0 ﹤0.01%
26
4303
– –
-400
4304
– –
-725
4305
– –
0
4306
$0 ﹤0.01%
2
4307
– –
-61,442
4308
$0 ﹤0.01%
3
4309
– –
-400
4310
– –
-300
4311
– –
-125
4312
$0 ﹤0.01%
1
4313
$0 ﹤0.01%
2
4314
$0 ﹤0.01%
4
4315
– –
-1,500
4316
$0 ﹤0.01%
2
4317
$0 ﹤0.01%
9
4318
– –
-9,000
4319
$0 ﹤0.01%
14
4320
– –
-200
4321
– –
-254
4322
– –
-400
4323
– –
-11
4324
– –
-21,450
4325
– –
-408
171 172
173
174 175