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
326
$1.54M 0.06%
32,160
+795
327
$1.53M 0.06%
8,022
+145
328
$1.53M 0.06%
8,081
-380
329
$1.53M 0.06%
43,922
-380
330
$1.52M 0.06%
28,255
+3,339
331
$1.51M 0.06%
14,412
+1,442
332
$1.5M 0.06%
165,788
+11,737
333
$1.5M 0.06%
+22,288
334
$1.5M 0.06%
41,444
+15,364
335
$1.49M 0.06%
69,916
+7,529
336
$1.49M 0.06%
6,600
-129
337
$1.48M 0.06%
36,841
+3,865
338
$1.47M 0.06%
62,859
+217
339
$1.47M 0.06%
10,769
-1,695
340
$1.47M 0.06%
20,002
-35
341
$1.47M 0.06%
64,665
-17,565
342
$1.47M 0.06%
24,884
-609
343
$1.46M 0.06%
13,318
-6,502
344
$1.43M 0.06%
44,773
+1,937
345
$1.43M 0.06%
44,281
+492
346
$1.42M 0.06%
12,911
+1,964
347
$1.4M 0.06%
18,318
-1,391
348
$1.4M 0.06%
16,986
+6,186
349
$1.39M 0.06%
13,235
-30
350
$1.38M 0.06%
9,744
+171
12 13
14
15 16