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
2626
$18K ﹤0.01%
486
+23
2627
$18K ﹤0.01%
1,221
-979
2628
$18K ﹤0.01%
590
2629
$18K ﹤0.01%
802
2630
$18K ﹤0.01%
341
2631
$18K ﹤0.01%
2,156
-703
2632
$18K ﹤0.01%
159
+1
2633
$18K ﹤0.01%
675
+22
2634
$18K ﹤0.01%
4,101
+976
2635
$18K ﹤0.01%
1,146
2636
$18K ﹤0.01%
1,341
+14
2637
$18K ﹤0.01%
1,043
2638
$18K ﹤0.01%
423
+37
2639
$18K ﹤0.01%
1,100
2640
$18K ﹤0.01%
630
+250
2641
$18K ﹤0.01%
+400
2642
$18K ﹤0.01%
297
+167
2643
$18K ﹤0.01%
+1,000
2644
$18K ﹤0.01%
238
+11
2645
$18K ﹤0.01%
175
+25
2646
$18K ﹤0.01%
886
2647
$18K ﹤0.01%
606
+206
2648
$18K ﹤0.01%
842
-83
2649
$18K ﹤0.01%
1,938
-2,200
2650
$18K ﹤0.01%
5,600
104 105
106
107 108