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
2476
$23K ﹤0.01%
1,204
2477
$23K ﹤0.01%
725
2478
$23K ﹤0.01%
1,151
-398
2479
$23K ﹤0.01%
1,247
-386
2480
$23K ﹤0.01%
2,510
+1,100
2481
$23K ﹤0.01%
1,378
-544
2482
$23K ﹤0.01%
2,000
2483
$23K ﹤0.01%
+800
2484
$23K ﹤0.01%
2,143
+12
2485
$23K ﹤0.01%
2,514
+440
2486
$23K ﹤0.01%
160
+33
2487
$23K ﹤0.01%
1,500
2488
$23K ﹤0.01%
1,000
-29
2489
$23K ﹤0.01%
330
-204
2490
$23K ﹤0.01%
825
2491
$23K ﹤0.01%
1,950
-1,900
2492
$23K ﹤0.01%
361
2493
$23K ﹤0.01%
2,584
2494
$23K ﹤0.01%
600
-138
2495
$22K ﹤0.01%
586
-706
2496
$22K ﹤0.01%
600
2497
$22K ﹤0.01%
258
-40
2498
$22K ﹤0.01%
748
-323
2499
$22K ﹤0.01%
1,221
+1,200
2500
$22K ﹤0.01%
374
-432
98 99
100
101 102