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
801
$383K 0.02%
48,429
+39
802
$381K 0.02%
7,982
-12,165
803
$381K 0.02%
2,460
+237
804
$380K 0.02%
46,873
-2,300
805
$379K 0.02%
23,693
-1,120
806
$378K 0.02%
11,010
-294
807
$378K 0.02%
14,989
+3,539
808
$377K 0.02%
2,540
+218
809
$377K 0.02%
2,499
-310
810
$376K 0.01%
7,858
-494
811
$376K 0.01%
27,677
812
$375K 0.01%
22,343
-165
813
$375K 0.01%
17,705
-3,247
814
$374K 0.01%
27,882
+1,457
815
$373K 0.01%
2,555
-834
816
$373K 0.01%
6,720
+506
817
$372K 0.01%
13,937
-3,547
818
$371K 0.01%
6,486
+419
819
$370K 0.01%
15,888
+850
820
$369K 0.01%
14,322
+4,442
821
$368K 0.01%
25,000
-687
822
$367K 0.01%
8,809
+8,546
823
$367K 0.01%
2,279
+386
824
$367K 0.01%
11,556
+15
825
$366K 0.01%
3,718
+98
31 32
33
34 35