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
2676
$17K ﹤0.01%
107
2677
$17K ﹤0.01%
221
+20
2678
$17K ﹤0.01%
396
2679
$17K ﹤0.01%
575
+50
2680
$17K ﹤0.01%
2,934
-825
2681
$17K ﹤0.01%
1,850
+590
2682
$17K ﹤0.01%
1,700
2683
$17K ﹤0.01%
1,643
-214
2684
$17K ﹤0.01%
129
+1
2685
$17K ﹤0.01%
505
+302
2686
$17K ﹤0.01%
223
+5
2687
$17K ﹤0.01%
1,304
-161
2688
$17K ﹤0.01%
1,190
+22
2689
$17K ﹤0.01%
865
2690
$17K ﹤0.01%
1,595
2691
$17K ﹤0.01%
292
+39
2692
$17K ﹤0.01%
1,236
+11
2693
$17K ﹤0.01%
387
2694
$17K ﹤0.01%
330
+44
2695
$17K ﹤0.01%
305
-149
2696
$17K ﹤0.01%
225
+129
2697
$17K ﹤0.01%
294
2698
$17K ﹤0.01%
964
2699
$17K ﹤0.01%
300
-300
2700
$17K ﹤0.01%
748
106 107
108
109 110