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
526
$770K 0.03%
27,049
+653
527
$768K 0.03%
10,771
+94
528
$764K 0.03%
106,550
-1,875
529
$763K 0.03%
35,657
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530
$759K 0.03%
18,256
-832
531
$756K 0.03%
5,637
+1,851
532
$753K 0.03%
13,347
+11,455
533
$752K 0.03%
13,418
-731
534
$752K 0.03%
21,779
+1,438
535
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19,317
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536
$744K 0.03%
14,807
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537
$744K 0.03%
9,687
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538
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+50,369
539
$741K 0.03%
12,078
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540
$737K 0.03%
18,108
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541
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36,740
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542
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14,568
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543
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21,204
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544
$731K 0.03%
17,216
-1,744
545
$730K 0.03%
11,337
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546
$726K 0.03%
12,895
+1,753
547
$725K 0.03%
7,114
-93
548
$723K 0.03%
114,646
-11,579
549
$720K 0.03%
20,138
+47
550
$718K 0.03%
25,974
+592
20 21
22
23 24