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
626
$588K 0.02%
15,178
+155
627
$586K 0.02%
320
-14
628
$581K 0.02%
21,409
+16,039
629
$580K 0.02%
23,910
+2,220
630
$580K 0.02%
23,402
-774
631
$580K 0.02%
8,552
-150
632
$579K 0.02%
3,308
-127
633
$577K 0.02%
12,322
-71
634
$576K 0.02%
37,097
-3,547
635
$575K 0.02%
15,187
-863
636
$572K 0.02%
14,663
+2,703
637
$570K 0.02%
3,025
+20
638
$567K 0.02%
43,176
-1,100
639
$564K 0.02%
3,719
-135
640
$563K 0.02%
26,479
+1,463
641
$563K 0.02%
5,011
-103
642
$563K 0.02%
8,264
-398
643
$560K 0.02%
5,997
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644
$560K 0.02%
16,318
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645
$559K 0.02%
6,910
-211
646
$558K 0.02%
13,374
-10,144
647
$556K 0.02%
21,309
+1,187
648
$555K 0.02%
9,860
+193
649
$554K 0.02%
7,179
-408
650
$554K 0.02%
13,938
-945
24 25
26
27 28