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
1076
$225K 0.01%
28,531
-138
1077
$224K 0.01%
5,422
-245
1078
$224K 0.01%
11,765
+345
1079
$222K 0.01%
10,252
-224
1080
$222K 0.01%
2,630
-100
1081
$221K 0.01%
7,285
+4
1082
$221K 0.01%
4,390
1083
$221K 0.01%
5,529
+303
1084
$221K 0.01%
26,539
-6,145
1085
$221K 0.01%
1,582
-30
1086
$220K 0.01%
5,764
+5,654
1087
$219K 0.01%
8,190
1088
$219K 0.01%
5,830
-2,346
1089
$218K 0.01%
2,330
+385
1090
$218K 0.01%
6,219
+195
1091
$217K 0.01%
10,170
-8
1092
$216K 0.01%
1,960
-18
1093
$215K 0.01%
505
-68
1094
$215K 0.01%
11,338
+1,022
1095
$215K 0.01%
8,178
1096
$214K 0.01%
3,086
+2,247
1097
$214K 0.01%
3,915
-1,429
1098
$214K 0.01%
8,673
-4,050
1099
$213K 0.01%
15,881
1100
$213K 0.01%
8,880
+240
42 43
44
45 46