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
2726
$16K ﹤0.01%
467
-424
2727
$16K ﹤0.01%
689
-1,050
2728
$16K ﹤0.01%
171
-40
2729
$16K ﹤0.01%
665
-2,694
2730
$16K ﹤0.01%
3,042
+5
2731
$16K ﹤0.01%
218
-88
2732
$16K ﹤0.01%
565
2733
$16K ﹤0.01%
21,208
2734
$16K ﹤0.01%
173
2735
$16K ﹤0.01%
439
2736
$16K ﹤0.01%
639
+342
2737
$16K ﹤0.01%
618
+576
2738
$16K ﹤0.01%
5,455
2739
$15K ﹤0.01%
1,090
2740
$15K ﹤0.01%
412
-1,301
2741
$15K ﹤0.01%
924
2742
$15K ﹤0.01%
1,000
-500
2743
$15K ﹤0.01%
+600
2744
$15K ﹤0.01%
505
2745
$15K ﹤0.01%
1,056
-171
2746
$15K ﹤0.01%
212
+4
2747
$15K ﹤0.01%
1,327
+12
2748
$15K ﹤0.01%
311
2749
$15K ﹤0.01%
817
2750
$15K ﹤0.01%
1,150
108 109
110
111 112