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
926
$295K 0.01%
6,030
-1,333
927
$295K 0.01%
17,000
928
$294K 0.01%
5,634
-30
929
$294K 0.01%
7,158
-383
930
$292K 0.01%
20,647
+123
931
$291K 0.01%
24,235
932
$291K 0.01%
8,820
+8,636
933
$291K 0.01%
2,047
+32
934
$290K 0.01%
2,750
935
$289K 0.01%
18,530
936
$288K 0.01%
10,520
+256
937
$287K 0.01%
26,839
-4,629
938
$287K 0.01%
15,677
-381
939
$287K 0.01%
3,656
940
$285K 0.01%
11,887
+5
941
$284K 0.01%
6,455
+241
942
$283K 0.01%
5,507
-237
943
$282K 0.01%
5,615
+3
944
$282K 0.01%
4,563
+797
945
$282K 0.01%
21,376
+4,700
946
$282K 0.01%
2,359
-310
947
$281K 0.01%
5,710
+162
948
$281K 0.01%
3,351
-2,227
949
$279K 0.01%
1,353
+131
950
$279K 0.01%
6,353
+3,081
36 37
38
39 40