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
1001
$256K 0.01%
7,017
1002
$256K 0.01%
4,149
+295
1003
$256K 0.01%
4,143
+3,382
1004
$255K 0.01%
2,242
-57
1005
$255K 0.01%
22,892
+1,500
1006
$254K 0.01%
17,281
+43
1007
$254K 0.01%
2,657
+77
1008
$253K 0.01%
4,481
-243
1009
$253K 0.01%
3,807
+299
1010
$253K 0.01%
3,508
-896
1011
$251K 0.01%
4,550
+712
1012
$251K 0.01%
4,702
+691
1013
$250K 0.01%
13,390
+5,975
1014
$249K 0.01%
7,080
-1,481
1015
$247K 0.01%
15,706
+125
1016
$247K 0.01%
11,509
+597
1017
$247K 0.01%
8,666
+646
1018
$247K 0.01%
19,008
-2,548
1019
$247K 0.01%
5,225
-226
1020
$246K 0.01%
3,367
-535
1021
$245K 0.01%
4,253
+158
1022
$243K 0.01%
20,464
-352
1023
$243K 0.01%
3,647
+385
1024
$242K 0.01%
13,747
+1,118
1025
$242K 0.01%
+9,110
39 40
41
42 43