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
301
$1.7M 0.07%
34,532
+1,192
302
$1.69M 0.07%
33,314
-1,076
303
$1.69M 0.07%
78,409
+3,902
304
$1.68M 0.07%
13,542
+674
305
$1.67M 0.07%
31,707
+3,241
306
$1.67M 0.07%
63,349
+5,493
307
$1.67M 0.07%
26,684
+23,547
308
$1.66M 0.07%
25,813
+183
309
$1.64M 0.07%
31,506
+2,338
310
$1.62M 0.06%
63,620
-10,110
311
$1.6M 0.06%
97,318
+6,648
312
$1.6M 0.06%
20,602
-223
313
$1.6M 0.06%
25,086
+5,995
314
$1.6M 0.06%
22,930
-1,654
315
$1.59M 0.06%
20,974
+237
316
$1.59M 0.06%
30,652
+434
317
$1.59M 0.06%
28,915
+3,388
318
$1.58M 0.06%
37,587
+235
319
$1.58M 0.06%
41,738
-211
320
$1.56M 0.06%
24,843
-120
321
$1.55M 0.06%
7,557
+300
322
$1.55M 0.06%
54,630
+7,925
323
$1.54M 0.06%
45,333
-1,512
324
$1.54M 0.06%
18,232
+27
325
$1.54M 0.06%
74,822
+11,296
11 12
13
14 15