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
2801
$14K ﹤0.01%
+248
2802
$14K ﹤0.01%
440
+215
2803
$14K ﹤0.01%
3
2804
$14K ﹤0.01%
156
+19
2805
$14K ﹤0.01%
114
2806
$14K ﹤0.01%
418
2807
$14K ﹤0.01%
1,534
-5,028
2808
$14K ﹤0.01%
1,200
2809
$14K ﹤0.01%
588
2810
$14K ﹤0.01%
1,083
-1,576
2811
$14K ﹤0.01%
335
+12
2812
$14K ﹤0.01%
454
2813
$14K ﹤0.01%
384
2814
$14K ﹤0.01%
160
+41
2815
$14K ﹤0.01%
315
2816
$14K ﹤0.01%
2,458
-4,306
2817
$14K ﹤0.01%
506
-50
2818
$14K ﹤0.01%
1,100
2819
$14K ﹤0.01%
976
+7
2820
$14K ﹤0.01%
2,000
2821
$14K ﹤0.01%
283
2822
$14K ﹤0.01%
820
+739
2823
$14K ﹤0.01%
2,700
2824
$14K ﹤0.01%
399
2825
$13K ﹤0.01%
+107
111 112
113
114 115