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
776
$403K 0.02%
10,351
-1,028
777
$401K 0.02%
21,331
-337
778
$401K 0.02%
21,902
-284
779
$398K 0.02%
17,869
-4,950
780
$397K 0.02%
9,963
-76
781
$395K 0.02%
+10,789
782
$395K 0.02%
9,028
+200
783
$395K 0.02%
20,330
+5,718
784
$395K 0.02%
3,083
-45
785
$394K 0.02%
4,223
-735
786
$393K 0.02%
4,915
-413
787
$393K 0.02%
3,430
-65
788
$392K 0.02%
9,721
789
$392K 0.02%
10,869
+175
790
$392K 0.02%
+14,031
791
$391K 0.02%
18,479
-5,273
792
$391K 0.02%
8,702
-840
793
$390K 0.02%
9,589
+1,215
794
$390K 0.02%
1,536
-39
795
$387K 0.02%
15,965
+15,377
796
$387K 0.02%
3,315
-423
797
$386K 0.02%
4,203
-51
798
$385K 0.02%
11,882
+2,973
799
$385K 0.02%
6,875
+714
800
$385K 0.02%
3,346
-1,154
30 31
32
33 34