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
226
$2.45M 0.1%
79,035
+259
227
$2.44M 0.1%
31,200
+400
228
$2.44M 0.1%
18,487
-312
229
$2.44M 0.1%
40,258
-668
230
$2.42M 0.1%
44,317
-299
231
$2.41M 0.1%
15,860
+93
232
$2.4M 0.1%
59,152
-5,606
233
$2.37M 0.09%
81,637
-1,011
234
$2.36M 0.09%
78,024
-1,867
235
$2.35M 0.09%
87,360
-6,810
236
$2.34M 0.09%
12,539
+769
237
$2.32M 0.09%
27,347
+1,114
238
$2.31M 0.09%
36,773
+287
239
$2.31M 0.09%
244,617
+1,745
240
$2.3M 0.09%
10,749
-1,663
241
$2.29M 0.09%
10,138
+721
242
$2.26M 0.09%
91,558
+746
243
$2.26M 0.09%
16,850
-245
244
$2.26M 0.09%
34,459
-1,497
245
$2.25M 0.09%
36,591
+36,316
246
$2.21M 0.09%
48,273
-348
247
$2.2M 0.09%
40,842
+404
248
$2.19M 0.09%
35,042
+386
249
$2.19M 0.09%
143,728
+14,508
250
$2.17M 0.09%
26,708
-369
8 9
10
11 12