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
651
$549K 0.02%
28,085
+3,784
652
$549K 0.02%
15,679
-2,479
653
$549K 0.02%
16,630
+405
654
$549K 0.02%
28,091
-881
655
$548K 0.02%
5,081
+232
656
$547K 0.02%
35,500
+1,829
657
$546K 0.02%
81,293
-23,021
658
$545K 0.02%
+15,790
659
$544K 0.02%
7,284
+93
660
$543K 0.02%
6,138
+257
661
$542K 0.02%
28,809
+1,820
662
$540K 0.02%
15,953
+1,383
663
$540K 0.02%
17,978
-162
664
$539K 0.02%
6,251
-2,970
665
$535K 0.02%
8,622
-3,101
666
$534K 0.02%
5,839
-189
667
$533K 0.02%
12,205
-280
668
$529K 0.02%
3,884
-100
669
$529K 0.02%
9,404
-705
670
$528K 0.02%
14,722
+12,512
671
$527K 0.02%
14,419
+12,834
672
$525K 0.02%
27,520
+3,727
673
$524K 0.02%
21,417
+2,095
674
$524K 0.02%
6,067
-2,979
675
$521K 0.02%
11,134
+542
25 26
27
28 29