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
76
$6.69M 0.27%
136,350
+65,743
77
$6.69M 0.27%
133,944
+31,876
78
$6.58M 0.26%
194,835
+4,207
79
$6.56M 0.26%
54,086
+2,967
80
$6.39M 0.25%
36,409
-31
81
$6.27M 0.25%
42,289
-15,125
82
$6.21M 0.25%
129,600
+18,600
83
$6.17M 0.24%
49,452
-2,846
84
$6.04M 0.24%
78,255
-7,408
85
$6.02M 0.24%
119,314
+5,533
86
$6M 0.24%
179,906
-3,425
87
$5.92M 0.24%
120,139
+15,271
88
$5.9M 0.23%
48,533
+5,515
89
$5.89M 0.23%
61,636
+1,284
90
$5.89M 0.23%
96,342
+5,210
91
$5.83M 0.23%
41,234
-202
92
$5.74M 0.23%
220,416
-8,466
93
$5.72M 0.23%
81,344
-1,342
94
$5.71M 0.23%
106,220
+2,635
95
$5.7M 0.23%
64,792
-68,674
96
$5.69M 0.23%
41,898
-323
97
$5.68M 0.23%
154,916
-3,124
98
$5.65M 0.22%
102,444
-10,071
99
$5.61M 0.22%
125,173
-7,056
100
$5.58M 0.22%
17,106
-1,252
2 3
4
5 6