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
401
$1.17M 0.05%
24,339
402
$1.16M 0.05%
26,826
-4,111
403
$1.15M 0.05%
12,008
-8,574
404
$1.14M 0.05%
38,228
+1,163
405
$1.13M 0.05%
36,747
+1,240
406
$1.13M 0.05%
45,001
+2,755
407
$1.13M 0.04%
10,172
+1,100
408
$1.12M 0.04%
80,505
-126
409
$1.12M 0.04%
109,916
+12,667
410
$1.12M 0.04%
16,850
-5,114
411
$1.11M 0.04%
17,303
-1,493
412
$1.11M 0.04%
2,484
+83
413
$1.11M 0.04%
18,929
+473
414
$1.1M 0.04%
21,612
+2,346
415
$1.1M 0.04%
17,281
-557
416
$1.1M 0.04%
37,681
-1,200
417
$1.09M 0.04%
44,111
+3,328
418
$1.09M 0.04%
25,561
-57,645
419
$1.08M 0.04%
29,428
-3,596
420
$1.08M 0.04%
47,157
-34
421
$1.08M 0.04%
22,495
-25,879
422
$1.08M 0.04%
17,175
+54
423
$1.08M 0.04%
45,110
424
$1.07M 0.04%
50,564
+2,507
425
$1.07M 0.04%
35,383
-5,011
15 16
17
18 19