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
751
$426K 0.02%
14,325
-39,110
752
$426K 0.02%
25,366
+7,994
753
$425K 0.02%
4,111
-48
754
$425K 0.02%
13,531
-4,700
755
$425K 0.02%
23,027
+1,613
756
$423K 0.02%
1,320
-4
757
$422K 0.02%
24,408
+4,779
758
$422K 0.02%
6,000
+2,000
759
$422K 0.02%
15,904
+3,533
760
$420K 0.02%
11,643
-7,393
761
$420K 0.02%
22,028
-268
762
$420K 0.02%
2,813
+93
763
$420K 0.02%
9,322
+72
764
$417K 0.02%
8,758
+84
765
$416K 0.02%
10,332
-14,553
766
$416K 0.02%
15,644
-449
767
$411K 0.02%
16,331
-924
768
$411K 0.02%
30,450
+2,590
769
$410K 0.02%
18,709
-403
770
$410K 0.02%
13,244
-392
771
$409K 0.02%
10,639
+520
772
$407K 0.02%
77,584
773
$406K 0.02%
6,846
-3,282
774
$406K 0.02%
12,140
+11,083
775
$404K 0.02%
15,496
-386
29 30
31
32 33