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
901
$316K 0.01%
6,520
-759
902
$315K 0.01%
25,055
+135
903
$315K 0.01%
23,214
+2,232
904
$314K 0.01%
13,082
+3,277
905
$313K 0.01%
25,797
-4,924
906
$313K 0.01%
9,987
-1,219
907
$312K 0.01%
5,498
+283
908
$312K 0.01%
9,740
+24
909
$311K 0.01%
14,732
+2,422
910
$311K 0.01%
14,010
+2,000
911
$307K 0.01%
8,197
-2,273
912
$307K 0.01%
14,300
+450
913
$304K 0.01%
44,263
+5,340
914
$304K 0.01%
4,595
+97
915
$302K 0.01%
13,320
-100
916
$302K 0.01%
5,442
-77
917
$302K 0.01%
22,410
+270
918
$301K 0.01%
+17,370
919
$301K 0.01%
7,828
+271
920
$300K 0.01%
+13,789
921
$300K 0.01%
57,234
-550
922
$300K 0.01%
20,605
+4,838
923
$297K 0.01%
3,660
-479
924
$296K 0.01%
9,553
+144
925
$296K 0.01%
8,826
-488
35 36
37
38 39