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
276
$1.87M 0.07%
17,553
+296
277
$1.86M 0.07%
91,626
-744
278
$1.84M 0.07%
32,890
+814
279
$1.84M 0.07%
66,156
-731
280
$1.84M 0.07%
128,095
-210
281
$1.83M 0.07%
39,138
-189
282
$1.83M 0.07%
28,612
+8,086
283
$1.83M 0.07%
32,040
+2,042
284
$1.81M 0.07%
35,072
-3,573
285
$1.8M 0.07%
93,991
-3,502
286
$1.8M 0.07%
7,571
+1,265
287
$1.79M 0.07%
178,500
-2,382
288
$1.79M 0.07%
127,766
-10,368
289
$1.77M 0.07%
23,894
+5,402
290
$1.77M 0.07%
52,437
+17,884
291
$1.77M 0.07%
57,248
+10,312
292
$1.75M 0.07%
30,749
+862
293
$1.75M 0.07%
81,695
-705
294
$1.75M 0.07%
20,945
-6,130
295
$1.74M 0.07%
19,021
+93
296
$1.73M 0.07%
18,083
-430
297
$1.72M 0.07%
81,696
-2,482
298
$1.71M 0.07%
10,193
-839
299
$1.71M 0.07%
31,018
+1,872
300
$1.7M 0.07%
30,372
+1,534
10 11
12
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