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
851
$350K 0.01%
11,365
-69
852
$350K 0.01%
25,030
+4,316
853
$349K 0.01%
10,276
+40
854
$348K 0.01%
26,008
-90
855
$348K 0.01%
3,002
856
$348K 0.01%
12,089
-133
857
$347K 0.01%
8,625
-2,055
858
$346K 0.01%
15,407
+2,543
859
$344K 0.01%
3,676
-451
860
$343K 0.01%
3,639
861
$342K 0.01%
11,736
+2,659
862
$341K 0.01%
19,130
+630
863
$341K 0.01%
33,144
-6,455
864
$340K 0.01%
21,584
+64
865
$340K 0.01%
17,795
-1,943
866
$339K 0.01%
13,496
+936
867
$337K 0.01%
10,141
+456
868
$337K 0.01%
7,706
-43
869
$335K 0.01%
2,273
-618
870
$335K 0.01%
13,366
+2,379
871
$334K 0.01%
14,782
-1,814
872
$332K 0.01%
12,644
+155
873
$332K 0.01%
22,037
-4,346
874
$331K 0.01%
4,142
+280
875
$330K 0.01%
2,810
+780
33 34
35
36 37