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
551
$715K 0.03%
3,692
-370
552
$714K 0.03%
20,383
+2,418
553
$713K 0.03%
25,118
+4,961
554
$710K 0.03%
28,031
-4,000
555
$709K 0.03%
27,583
-8,643
556
$703K 0.03%
17,126
+116
557
$701K 0.03%
18,468
-5,911
558
$699K 0.03%
9,925
-217
559
$698K 0.03%
10,695
-278
560
$696K 0.03%
26,747
-1,109
561
$695K 0.03%
16,359
+2,875
562
$692K 0.03%
7,153
-673
563
$690K 0.03%
34,565
+959
564
$686K 0.03%
14,186
+416
565
$683K 0.03%
22,670
+1,949
566
$682K 0.03%
41,601
-42,370
567
$682K 0.03%
10,560
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568
$681K 0.03%
9,807
+9,286
569
$680K 0.03%
24,674
-1,345
570
$680K 0.03%
48,398
+99
571
$679K 0.03%
23,286
+267
572
$678K 0.03%
14,721
-228
573
$674K 0.03%
24,078
-1,363
574
$673K 0.03%
17,724
+309
575
$673K 0.03%
14,870
-2,025
21 22
23
24 25