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
426
$1.07M 0.04%
5,215
-662
427
$1.05M 0.04%
13,681
+353
428
$1.05M 0.04%
69,781
-67,697
429
$1.05M 0.04%
22,629
+2,896
430
$1.05M 0.04%
12,081
+1,868
431
$1.04M 0.04%
3,330
+1,066
432
$1.04M 0.04%
25,105
+1,256
433
$1.04M 0.04%
9,165
-1,867
434
$1.03M 0.04%
21,459
-9,377
435
$1.03M 0.04%
18,108
+72
436
$1.03M 0.04%
45,105
-3,663
437
$1.02M 0.04%
6,443
+2,384
438
$1.02M 0.04%
14,597
-5,137
439
$1.02M 0.04%
26,652
+510
440
$1.01M 0.04%
8,569
+2,829
441
$1.01M 0.04%
60,046
-3,107
442
$1.01M 0.04%
10,987
-733
443
$1M 0.04%
21,672
+4,225
444
$1M 0.04%
21,129
-607
445
$1M 0.04%
19,259
-782
446
$995K 0.04%
15,070
+86
447
$995K 0.04%
46,801
+150
448
$987K 0.04%
26,196
-3,728
449
$982K 0.04%
4,945
+655
450
$981K 0.04%
18,328
+1,108
16 17
18
19 20