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
1126
$202K 0.01%
22,496
-6,272
1127
$202K 0.01%
12,949
-1,689
1128
$202K 0.01%
+4,330
1129
$202K 0.01%
11,636
-3,050
1130
$202K 0.01%
2,619
+555
1131
$202K 0.01%
2,343
1132
$202K 0.01%
4,788
-817
1133
$201K 0.01%
4,384
-199
1134
$201K 0.01%
1,495
+198
1135
$201K 0.01%
2,113
1136
$201K 0.01%
3,188
+6
1137
$201K 0.01%
15,900
+1,567
1138
$201K 0.01%
20,000
1139
$200K 0.01%
15,591
+7
1140
$200K 0.01%
6,917
+6
1141
$200K 0.01%
4,120
-198
1142
$199K 0.01%
2,895
-77
1143
$199K 0.01%
22,348
-685
1144
$199K 0.01%
1,742
-98
1145
$199K 0.01%
5,413
+302
1146
$199K 0.01%
3,769
+1,253
1147
$199K 0.01%
20,000
1148
$198K 0.01%
4,081
-1,267
1149
$198K 0.01%
10,763
-616
1150
$197K 0.01%
5,845
+2,002
44 45
46
47 48