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
2651
$18K ﹤0.01%
406
2652
$18K ﹤0.01%
435
-284
2653
$18K ﹤0.01%
2,073
+169
2654
$17K ﹤0.01%
405
+3
2655
$17K ﹤0.01%
527
+100
2656
$17K ﹤0.01%
748
-81,072
2657
$17K ﹤0.01%
429
+409
2658
$17K ﹤0.01%
1,163
-378
2659
$17K ﹤0.01%
275
-725
2660
$17K ﹤0.01%
1,241
2661
$17K ﹤0.01%
750
2662
$17K ﹤0.01%
182
2663
$17K ﹤0.01%
107
2664
$17K ﹤0.01%
1,158
2665
$17K ﹤0.01%
812
+197
2666
$17K ﹤0.01%
127
2667
$17K ﹤0.01%
2,454
2668
$17K ﹤0.01%
921
+583
2669
$17K ﹤0.01%
700
2670
$17K ﹤0.01%
+605
2671
$17K ﹤0.01%
800
2672
$17K ﹤0.01%
1,652
2673
$17K ﹤0.01%
1,402
-83
2674
$17K ﹤0.01%
+378
2675
$17K ﹤0.01%
1,914
+1,101
105 106
107
108 109