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
1026
$241K 0.01%
5,356
-49
1027
$241K 0.01%
7,437
+509
1028
$240K 0.01%
14,250
1029
$240K 0.01%
10,116
+6,516
1030
$240K 0.01%
11,303
-3,935
1031
$240K 0.01%
1,732
+70
1032
$240K 0.01%
3,124
+281
1033
$239K 0.01%
9,489
-149
1034
$239K 0.01%
3,748
+87
1035
$239K 0.01%
4,686
+1,861
1036
$239K 0.01%
3,769
+1,011
1037
$238K 0.01%
3,046
-5
1038
$238K 0.01%
9,198
-257
1039
$238K 0.01%
6,498
+267
1040
$237K 0.01%
2,043
-72
1041
$237K 0.01%
7,476
+898
1042
$236K 0.01%
3,098
-627
1043
$236K 0.01%
5,231
-43
1044
$236K 0.01%
8,055
+70
1045
$236K 0.01%
6,932
+1,530
1046
$236K 0.01%
1,364
+250
1047
$236K 0.01%
91
1048
$235K 0.01%
12,153
-1,576
1049
$235K 0.01%
2,835
+37
1050
$235K 0.01%
7,925
+75
40 41
42
43 44