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
476
$877K 0.03%
84,243
-500
477
$874K 0.03%
10,894
-12
478
$873K 0.03%
20,945
-420
479
$871K 0.03%
15,660
-1,452
480
$870K 0.03%
57,213
+9,811
481
$870K 0.03%
7,366
-172
482
$869K 0.03%
34,560
+11,541
483
$866K 0.03%
17,954
-3,075
484
$863K 0.03%
17,362
+5,759
485
$863K 0.03%
6,852
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486
$861K 0.03%
6,214
-262
487
$860K 0.03%
18,084
-320
488
$858K 0.03%
19,251
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489
$858K 0.03%
7,194
+2,070
490
$857K 0.03%
4,807
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491
$857K 0.03%
13,247
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492
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23,538
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493
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22,091
+3,588
494
$851K 0.03%
6,865
-371
495
$851K 0.03%
29,189
+19,152
496
$846K 0.03%
44,759
-1,611
497
$845K 0.03%
12,540
-69
498
$843K 0.03%
17,816
+1,644
499
$839K 0.03%
38,533
-338
500
$834K 0.03%
6,811
-4,093
18 19
20
21 22