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
2501
$22K ﹤0.01%
1,000
+30
2502
$22K ﹤0.01%
1,018
2503
$22K ﹤0.01%
4,644
2504
$22K ﹤0.01%
777
+4
2505
$22K ﹤0.01%
1,092
-123
2506
$22K ﹤0.01%
964
+392
2507
$22K ﹤0.01%
+703
2508
$22K ﹤0.01%
1,143
-150
2509
$22K ﹤0.01%
927
2510
$22K ﹤0.01%
890
2511
$22K ﹤0.01%
619
-395
2512
$22K ﹤0.01%
498
-4,577
2513
$22K ﹤0.01%
667
-2,198
2514
$22K ﹤0.01%
3,882
+75
2515
$22K ﹤0.01%
5,600
+500
2516
$22K ﹤0.01%
427
-131
2517
$22K ﹤0.01%
630
-963
2518
$22K ﹤0.01%
878
2519
$22K ﹤0.01%
699
+6
2520
$21K ﹤0.01%
2,211
+27
2521
$21K ﹤0.01%
1,110
-1,500
2522
$21K ﹤0.01%
3,102
+88
2523
$21K ﹤0.01%
223
+19
2524
$21K ﹤0.01%
1,201
2525
$21K ﹤0.01%
1,198
-715
99 100
101
102 103