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
376
$1.25M 0.05%
108,722
-8,407
377
$1.25M 0.05%
15,819
-391
378
$1.25M 0.05%
10,089
+2,781
379
$1.24M 0.05%
26,181
+574
380
$1.24M 0.05%
19,564
-7
381
$1.24M 0.05%
3,403
+44
382
$1.24M 0.05%
25,791
+2,775
383
$1.23M 0.05%
24,919
-689
384
$1.23M 0.05%
21,940
-1,808
385
$1.23M 0.05%
28,658
386
$1.21M 0.05%
19,400
-428
387
$1.21M 0.05%
20,168
-11,594
388
$1.21M 0.05%
47,190
-687
389
$1.19M 0.05%
26,461
+1,437
390
$1.19M 0.05%
59,160
391
$1.19M 0.05%
93,690
-2,070
392
$1.19M 0.05%
40,958
-22,730
393
$1.19M 0.05%
11,218
-1,487
394
$1.18M 0.05%
24,387
-690
395
$1.18M 0.05%
8,462
-293
396
$1.18M 0.05%
22,808
+276
397
$1.18M 0.05%
11,903
+87
398
$1.18M 0.05%
14,468
+490
399
$1.18M 0.05%
11,154
+1,444
400
$1.17M 0.05%
16,898
+3,498
14 15
16
17 18