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
501
$834K 0.03%
29,544
-526
502
$822K 0.03%
27,848
+7,975
503
$822K 0.03%
23,143
+50
504
$821K 0.03%
27,435
+1,499
505
$817K 0.03%
26,946
+748
506
$817K 0.03%
6,815
+93
507
$817K 0.03%
12,568
+500
508
$814K 0.03%
17,140
-842
509
$813K 0.03%
15,321
+239
510
$813K 0.03%
32,451
+10,161
511
$808K 0.03%
14,228
+1,056
512
$805K 0.03%
3,554
-76
513
$801K 0.03%
12,947
+1,876
514
$793K 0.03%
15,636
+4,727
515
$790K 0.03%
21,672
+1,464
516
$787K 0.03%
45,310
+6,239
517
$786K 0.03%
15,785
-836
518
$784K 0.03%
5,255
-289
519
$782K 0.03%
14,753
-807
520
$782K 0.03%
7,384
-242
521
$781K 0.03%
5,972
-950
522
$780K 0.03%
21,853
-2,222
523
$778K 0.03%
24,013
-14
524
$776K 0.03%
24,350
-1,488
525
$770K 0.03%
29,975
-1,154
19 20
21
22 23