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
26
$14.5M 0.58%
145,179
+16,458
27
$14.4M 0.57%
124,257
-6,176
28
$13.8M 0.55%
307,291
-691
29
$13.4M 0.53%
394,329
-3,343
30
$13.1M 0.52%
98,872
+9,971
31
$12.9M 0.51%
188,588
+9,637
32
$12.9M 0.51%
55,915
-1,132
33
$12.7M 0.51%
101,853
+1,411
34
$12.4M 0.49%
75,576
+1,945
35
$12.1M 0.48%
65,735
-92
36
$11.8M 0.47%
210,201
+17,567
37
$11.8M 0.47%
244,600
+25,280
38
$11.5M 0.46%
116,294
+874
39
$11.3M 0.45%
134,758
+2,023
40
$11.3M 0.45%
260,405
+12,361
41
$11.2M 0.44%
440,085
-25,611
42
$11.1M 0.44%
285,268
-11,078
43
$11M 0.44%
191,181
+10,196
44
$10.8M 0.43%
42,337
-509
45
$10.7M 0.42%
211,976
+3,511
46
$10.3M 0.41%
86,575
-46
47
$10M 0.4%
63,808
-5,340
48
$9.83M 0.39%
1,432,513
+96,080
49
$9.74M 0.39%
109,615
-3,013
50
$9.64M 0.38%
161,099
+47
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