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
701
$488K 0.02%
5,386
-1,287
702
$487K 0.02%
28,887
-42,988
703
$486K 0.02%
9,073
+415
704
$486K 0.02%
7,158
+300
705
$483K 0.02%
12,854
-969
706
$480K 0.02%
8,130
-261
707
$479K 0.02%
14,594
-2,912
708
$478K 0.02%
8,048
-2,480
709
$477K 0.02%
9,310
710
$476K 0.02%
36,056
-17,700
711
$469K 0.02%
2,603
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712
$468K 0.02%
5,633
-709
713
$467K 0.02%
25,136
-952
714
$466K 0.02%
4,790
+4,165
715
$466K 0.02%
7,039
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716
$464K 0.02%
37,127
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717
$462K 0.02%
4,231
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718
$461K 0.02%
6,389
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719
$459K 0.02%
17,963
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720
$459K 0.02%
+21,702
721
$458K 0.02%
27,131
+327
722
$457K 0.02%
10,296
+1,129
723
$455K 0.02%
7,747
-141
724
$455K 0.02%
17,177
-167
725
$452K 0.02%
6,866
-61
27 28
29
30 31