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
676
$520K 0.02%
3,037
+515
677
$519K 0.02%
4,859
-104
678
$519K 0.02%
19,264
+19,192
679
$518K 0.02%
12,967
+709
680
$517K 0.02%
11,443
-2,596
681
$517K 0.02%
6,417
+144
682
$513K 0.02%
11,009
-722
683
$512K 0.02%
43,698
+9,630
684
$512K 0.02%
4,300
-249
685
$512K 0.02%
16,902
+1,653
686
$508K 0.02%
54,314
-13,520
687
$508K 0.02%
36,656
+45
688
$507K 0.02%
5,334
-1,066
689
$506K 0.02%
4,631
-80
690
$506K 0.02%
19,788
+3,507
691
$505K 0.02%
43,340
-2,720
692
$501K 0.02%
60,688
+5,128
693
$501K 0.02%
10,109
-768
694
$499K 0.02%
7,356
+1,291
695
$498K 0.02%
8,614
+33
696
$495K 0.02%
4,635
+1,543
697
$494K 0.02%
10,108
-1,961
698
$492K 0.02%
3,451
-236
699
$491K 0.02%
20,402
+624
700
$489K 0.02%
14,742
+10,754
26 27
28
29 30