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
2526
$21K ﹤0.01%
750
+250
2527
$21K ﹤0.01%
2,074
2528
$21K ﹤0.01%
367
-82
2529
$21K ﹤0.01%
800
2530
$21K ﹤0.01%
3,000
2531
$21K ﹤0.01%
1,278
-70
2532
$21K ﹤0.01%
700
2533
$21K ﹤0.01%
358
+1
2534
$21K ﹤0.01%
+645
2535
$21K ﹤0.01%
151
+30
2536
$21K ﹤0.01%
6,200
2537
$21K ﹤0.01%
279
2538
$21K ﹤0.01%
727
-216
2539
$21K ﹤0.01%
4,910
2540
$21K ﹤0.01%
1,589
-1,977
2541
$21K ﹤0.01%
600
+81
2542
$21K ﹤0.01%
736
+20
2543
$21K ﹤0.01%
862
2544
$21K ﹤0.01%
325
-4
2545
$21K ﹤0.01%
1,163
-361
2546
$21K ﹤0.01%
1,000
2547
$21K ﹤0.01%
1,378
2548
$21K ﹤0.01%
1,694
2549
$21K ﹤0.01%
958
+418
2550
$20K ﹤0.01%
490
100 101
102
103 104