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
51
$9.52M 0.38%
138,985
-7,681
52
$9.29M 0.37%
114,598
+8,827
53
$8.94M 0.36%
183,640
-9,600
54
$8.7M 0.35%
242,744
+40,468
55
$8.57M 0.34%
77,073
+5,139
56
$8.56M 0.34%
230,575
+40,088
57
$8.47M 0.34%
76,301
-3,235
58
$8.42M 0.33%
193,267
+4,148
59
$8.4M 0.33%
75,428
-2,043
60
$8.37M 0.33%
323,730
+35,886
61
$8.15M 0.32%
213,958
+9,082
62
$8.13M 0.32%
75,909
+59,793
63
$8.07M 0.32%
239,953
-2,643
64
$7.97M 0.32%
148,726
-9,323
65
$7.8M 0.31%
74,095
+1,164
66
$7.69M 0.31%
81,112
+13,997
67
$7.66M 0.3%
95,882
+6,807
68
$7.49M 0.3%
447,762
+26,262
69
$7.47M 0.3%
51,246
+10,394
70
$7.42M 0.29%
125,510
+3,023
71
$7.3M 0.29%
148,511
-8,391
72
$7.26M 0.29%
87,414
-547
73
$7.16M 0.28%
33,368
74
$6.79M 0.27%
133,222
+14,152
75
$6.75M 0.27%
79,754
-19
1 2
3
4 5