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
826
$365K 0.01%
7,595
-1,526
827
$363K 0.01%
15,060
-600
828
$362K 0.01%
24,592
-5,502
829
$362K 0.01%
4,296
+45
830
$361K 0.01%
12,962
+1,248
831
$360K 0.01%
8,311
+2,305
832
$360K 0.01%
10,421
+1,699
833
$360K 0.01%
9,689
-846
834
$360K 0.01%
16,465
-171
835
$359K 0.01%
10,951
+850
836
$359K 0.01%
6,864
-486
837
$359K 0.01%
26,508
838
$358K 0.01%
42,290
-7,695
839
$357K 0.01%
10,293
+2,853
840
$357K 0.01%
13,602
841
$355K 0.01%
14,615
+209
842
$355K 0.01%
23,616
-2,132
843
$354K 0.01%
4,194
-42
844
$354K 0.01%
6,736
-55
845
$353K 0.01%
1,886
-410
846
$353K 0.01%
7,318
-146
847
$353K 0.01%
2,259
+13
848
$352K 0.01%
1,422
-127
849
$351K 0.01%
7,975
-887
850
$351K 0.01%
2,289
-68
32 33
34
35 36