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
976
$266K 0.01%
7,920
-630
977
$266K 0.01%
31,366
-343
978
$264K 0.01%
6,542
+384
979
$264K 0.01%
3,000
980
$264K 0.01%
5,907
+43
981
$264K 0.01%
7,235
+4,246
982
$264K 0.01%
4,034
+279
983
$263K 0.01%
23,068
-4,664
984
$262K 0.01%
12,046
+4,987
985
$262K 0.01%
5,167
-513
986
$262K 0.01%
4,053
987
$262K 0.01%
27,582
988
$262K 0.01%
2,213
+215
989
$261K 0.01%
5,088
-145
990
$261K 0.01%
26,454
+910
991
$261K 0.01%
12,638
-1,897
992
$259K 0.01%
4,000
-1,750
993
$259K 0.01%
22,457
+2,263
994
$259K 0.01%
3,774
-3,687
995
$258K 0.01%
3,745
-31
996
$257K 0.01%
12,198
+490
997
$257K 0.01%
7,045
+570
998
$257K 0.01%
6,600
-3,279
999
$257K 0.01%
4,857
+117
1000
$256K 0.01%
23,260
+2,808
38 39
40
41 42