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
576
$672K 0.03%
20,766
-3,000
577
$668K 0.03%
11,319
+1,105
578
$662K 0.03%
27,932
+24,012
579
$659K 0.03%
14,226
+85
580
$659K 0.03%
6,062
-657
581
$658K 0.03%
14,418
+1,750
582
$657K 0.03%
26,469
-5,255
583
$655K 0.03%
4,428
-123
584
$655K 0.03%
12,340
-10,033
585
$654K 0.03%
11,554
+159
586
$650K 0.03%
49,344
+27,362
587
$646K 0.03%
6,610
-270
588
$645K 0.03%
4,263
-51
589
$645K 0.03%
4,202
+354
590
$644K 0.03%
15,615
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591
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44,014
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592
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9,314
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593
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10,757
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594
$639K 0.03%
8,274
+11
595
$635K 0.03%
15,761
-1,214
596
$635K 0.03%
7,591
-2
597
$633K 0.03%
7,640
-377
598
$633K 0.03%
19,073
+3,735
599
$632K 0.03%
9,155
+931
600
$630K 0.03%
26,835
+30
22 23
24
25 26