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
4351
$0 ﹤0.01%
23
-705
4352
$0 ﹤0.01%
34
4353
$0 ﹤0.01%
5
4354
$0 ﹤0.01%
2
4355
– –
0
4356
– –
-30,000
4357
$0 ﹤0.01%
+14
4358
– –
0
4359
– –
-180
4360
– –
-43
4361
$0 ﹤0.01%
17
4362
$0 ﹤0.01%
200
4363
– –
-200
4364
$0 ﹤0.01%
9
4365
– –
-83
4366
– –
-5,170
4367
– –
0
4368
– –
-81
4369
– –
-600
4370
$0 ﹤0.01%
1
4371
$0 ﹤0.01%
5
4372
– –
0
4373
– –
0
4374
– –
-500
4375
– –
-137
173 174
175
176 177