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
351
$1.38M 0.05%
5,676
+2,042
352
$1.37M 0.05%
39,016
+27,350
353
$1.37M 0.05%
29,184
+4,244
354
$1.37M 0.05%
49,098
-72,780
355
$1.36M 0.05%
24,579
+689
356
$1.35M 0.05%
8,860
-561
357
$1.35M 0.05%
57,691
+284
358
$1.34M 0.05%
22,134
-975
359
$1.34M 0.05%
29,063
-610
360
$1.33M 0.05%
29,739
+3,141
361
$1.32M 0.05%
31,793
-1,773
362
$1.31M 0.05%
71,905
-30,776
363
$1.31M 0.05%
54,282
-1,977
364
$1.3M 0.05%
10,133
-143
365
$1.3M 0.05%
9,861
+515
366
$1.3M 0.05%
17,636
+606
367
$1.3M 0.05%
25,789
+1,873
368
$1.29M 0.05%
27,493
+13,643
369
$1.29M 0.05%
10,050
-2
370
$1.29M 0.05%
23,090
-13,269
371
$1.26M 0.05%
18,048
-1,069
372
$1.26M 0.05%
8,993
+433
373
$1.25M 0.05%
19,200
+158
374
$1.25M 0.05%
44,712
+29,646
375
$1.25M 0.05%
31,788
-3,587
13 14
15
16 17