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
451
$980K 0.04%
51,070
-9,440
452
$978K 0.04%
71,885
+425
453
$978K 0.04%
6,823
-252
454
$977K 0.04%
20,650
-1,192
455
$977K 0.04%
50,604
+501
456
$973K 0.04%
15,368
-1,169
457
$971K 0.04%
18,048
+672
458
$942K 0.04%
16,249
-418
459
$937K 0.04%
40,824
+708
460
$932K 0.04%
32,335
+11,049
461
$928K 0.04%
21,573
+14,856
462
$928K 0.04%
34,200
463
$924K 0.04%
14,000
464
$921K 0.04%
15,789
-5,150
465
$907K 0.04%
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466
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19,226
+2,076
467
$902K 0.04%
9,023
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468
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9,945
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469
$892K 0.04%
6,533
-44
470
$891K 0.04%
32,248
+3,266
471
$891K 0.04%
38,788
-47
472
$890K 0.04%
53,148
+2,356
473
$886K 0.04%
23,484
+2,882
474
$885K 0.04%
35,460
+8,007
475
$878K 0.03%
10,474
+66
17 18
19
20 21