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
2601
$19K ﹤0.01%
1,000
-2,000
2602
$19K ﹤0.01%
9,024
-763
2603
– –
0
2604
$19K ﹤0.01%
656
-973
2605
$19K ﹤0.01%
2,087
-1,783
2606
$19K ﹤0.01%
461
-129
2607
$19K ﹤0.01%
58
2608
$19K ﹤0.01%
7,334
2609
$19K ﹤0.01%
552
-219
2610
$19K ﹤0.01%
2,866
-834
2611
$19K ﹤0.01%
1,262
2612
$19K ﹤0.01%
953
-30
2613
$19K ﹤0.01%
1,100
2614
$19K ﹤0.01%
861
+239
2615
$19K ﹤0.01%
1,050
2616
$19K ﹤0.01%
310
2617
$19K ﹤0.01%
441
2618
$19K ﹤0.01%
686
2619
$19K ﹤0.01%
590
2620
$18K ﹤0.01%
402
+114
2621
$18K ﹤0.01%
1,017
2622
$18K ﹤0.01%
1,000
2623
$18K ﹤0.01%
1,063
-484
2624
$18K ﹤0.01%
380
+89
2625
$18K ﹤0.01%
860
+200
103 104
105
106 107