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
726
$451K 0.02%
13,888
+2,796
727
$449K 0.02%
17,412
-168
728
$448K 0.02%
6,954
-150
729
$448K 0.02%
10,698
+2,363
730
$447K 0.02%
25,716
-122,341
731
$447K 0.02%
12,406
+717
732
$447K 0.02%
3,872
+135
733
$446K 0.02%
7,565
+5,776
734
$445K 0.02%
9,464
-26
735
$440K 0.02%
9,054
-271
736
$440K 0.02%
3,489
-127
737
$439K 0.02%
7,126
+51
738
$439K 0.02%
6,841
-348
739
$438K 0.02%
36,208
-24,568
740
$438K 0.02%
4,915
-158
741
$438K 0.02%
11,337
+1,270
742
$436K 0.02%
7,159
+55
743
$435K 0.02%
5,008
+16
744
$434K 0.02%
15,198
+4,668
745
$434K 0.02%
31,121
+7,675
746
$432K 0.02%
18,461
+15,966
747
$429K 0.02%
13,335
+1,375
748
$429K 0.02%
6,687
+788
749
$428K 0.02%
36,107
750
$426K 0.02%
1,000
28 29
30
31 32