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
601
$628K 0.02%
10,828
+1,405
602
$623K 0.02%
23,049
-296
603
$620K 0.02%
10,431
+972
604
$620K 0.02%
12,326
+226
605
$618K 0.02%
9,573
+4,256
606
$618K 0.02%
9,359
-142
607
$616K 0.02%
21,120
+2,408
608
$613K 0.02%
19,787
+796
609
$611K 0.02%
57,990
+4,953
610
$611K 0.02%
8,960
-2,452
611
$609K 0.02%
6,732
-1,612
612
$607K 0.02%
21,034
+406
613
$606K 0.02%
11,977
+5,903
614
$606K 0.02%
29,864
+16,574
615
$604K 0.02%
10,203
-9
616
$602K 0.02%
+13,760
617
$602K 0.02%
16,794
-1,808
618
$600K 0.02%
5,028
-166
619
$598K 0.02%
42,124
-2,516
620
$597K 0.02%
34,835
-8,407
621
$597K 0.02%
10,821
-71
622
$595K 0.02%
7,532
-530
623
$594K 0.02%
23,579
+2,884
624
$594K 0.02%
4,876
-28
625
$590K 0.02%
28,417
+26,000
23 24
25
26 27