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
951
$278K 0.01%
26,254
-2,095
952
$278K 0.01%
8,388
-499
953
$277K 0.01%
4,144
-677
954
$277K 0.01%
13,733
-860
955
$276K 0.01%
12,336
-576
956
$275K 0.01%
2,864
+1,515
957
$275K 0.01%
10,419
-132
958
$274K 0.01%
4,945
+1,108
959
$274K 0.01%
2,055
-693
960
$273K 0.01%
23,705
961
$273K 0.01%
4,328
-141
962
$272K 0.01%
15,033
+3,756
963
$272K 0.01%
38,023
-4,350
964
$272K 0.01%
3,204
+239
965
$271K 0.01%
7,640
+94
966
$270K 0.01%
2,885
-402
967
$270K 0.01%
1,574
+79
968
$270K 0.01%
3,839
-100
969
$270K 0.01%
5,555
+2,057
970
$269K 0.01%
5,891
-1,037
971
$268K 0.01%
3,311
+290
972
$268K 0.01%
5,471
-116
973
$267K 0.01%
12,176
-4
974
$267K 0.01%
5,702
+133
975
$267K 0.01%
14,984
-1,012
37 38
39
40 41