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
876
$330K 0.01%
21,702
-2,850
877
$330K 0.01%
28,484
-2,625
878
$329K 0.01%
5,796
+14
879
$329K 0.01%
8,101
+461
880
$328K 0.01%
9,819
+499
881
$327K 0.01%
21,370
+8,387
882
$327K 0.01%
3,260
+342
883
$327K 0.01%
4,975
+1,922
884
$326K 0.01%
2,399
-599
885
$324K 0.01%
4,363
-51
886
$324K 0.01%
6,546
-6,071
887
$323K 0.01%
8,390
-2,902
888
$323K 0.01%
8,457
+3,558
889
$322K 0.01%
34,317
+8,884
890
$322K 0.01%
12,559
+278
891
$321K 0.01%
8,052
-212
892
$321K 0.01%
15,989
+2,409
893
$320K 0.01%
7,943
+316
894
$320K 0.01%
21,082
-2,254
895
$319K 0.01%
8,561
+3,755
896
$318K 0.01%
7,727
897
$318K 0.01%
11,402
+9,098
898
$318K 0.01%
13,720
+13,718
899
$317K 0.01%
5,525
-121
900
$317K 0.01%
6,934
-110
34 35
36
37 38