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
1051
$234K 0.01%
5,338
+264
1052
$234K 0.01%
5,184
+607
1053
$234K 0.01%
22,849
-792
1054
$232K 0.01%
6,150
1055
$232K 0.01%
1,614
+61
1056
$231K 0.01%
16,742
-350
1057
$230K 0.01%
14,306
-3,725
1058
$230K 0.01%
15,369
+418
1059
$230K 0.01%
2,795
-20
1060
$229K 0.01%
15,360
-3,811
1061
$229K 0.01%
5,120
+684
1062
$229K 0.01%
6,360
-335
1063
$228K 0.01%
1,920
+14
1064
$228K 0.01%
2,693
-239
1065
$228K 0.01%
9,782
-8,633
1066
$228K 0.01%
3,590
+426
1067
$228K 0.01%
+9,034
1068
$228K 0.01%
2,009
-130
1069
$227K 0.01%
4,692
+804
1070
$227K 0.01%
2,072
+616
1071
$227K 0.01%
1,525
+266
1072
$226K 0.01%
18,697
1073
$226K 0.01%
17,317
+5,923
1074
$226K 0.01%
5,750
+188
1075
$225K 0.01%
4,382
+814
41 42
43
44 45