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
251
$2.15M 0.09%
57,408
-10,096
252
$2.13M 0.08%
29,231
-1,529
253
$2.13M 0.08%
20,896
-189
254
$2.12M 0.08%
38,797
-635
255
$2.12M 0.08%
26,225
+207
256
$2.1M 0.08%
16,722
+1,197
257
$2.06M 0.08%
59,025
-1,917
258
$2.05M 0.08%
33,082
+2,360
259
$2.05M 0.08%
44,932
-2,730
260
$2.04M 0.08%
35,895
-31,768
261
$2.01M 0.08%
134,388
+3,268
262
$2M 0.08%
127,394
-931
263
$2M 0.08%
39,000
+5,020
264
$2M 0.08%
118,896
-2,728
265
$1.99M 0.08%
49,302
-13,075
266
$1.99M 0.08%
73,960
-716
267
$1.98M 0.08%
14,986
-147
268
$1.96M 0.08%
9,804
-1,400
269
$1.95M 0.08%
126,824
+5,393
270
$1.94M 0.08%
35,532
-21
271
$1.93M 0.08%
129,545
+249
272
$1.92M 0.08%
83,353
+59
273
$1.91M 0.08%
57,201
+33,282
274
$1.9M 0.08%
31,179
+1,191
275
$1.89M 0.08%
55,050
+16,105
9 10
11
12 13