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
4326
– –
0
4327
$0 ﹤0.01%
2
4328
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-16
4329
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-1,500
4330
$0 ﹤0.01%
5
4331
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-151
4332
$0 ﹤0.01%
10
4333
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33
4334
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4335
$0 ﹤0.01%
8
4336
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-119
4337
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-39
4338
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-1,215
4339
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-42
4340
$0 ﹤0.01%
6
4341
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-100
4342
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-79
4343
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-15,128
4344
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0
4345
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-8
4346
$0 ﹤0.01%
12
4347
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-900
4348
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4349
$0 ﹤0.01%
11
4350
– –
-42
172 173
174
175 176