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
1151
$197K 0.01%
13,541
-71
1152
$197K 0.01%
2,709
+199
1153
$197K 0.01%
4,619
-170
1154
$197K 0.01%
3,844
1155
$196K 0.01%
27,160
-4,389
1156
$196K 0.01%
228
-6
1157
$195K 0.01%
5,238
-201
1158
$195K 0.01%
4,025
1159
$194K 0.01%
5,914
-61
1160
$194K 0.01%
2,843
+1,352
1161
$194K 0.01%
8,030
+2,950
1162
$194K 0.01%
2,600
1163
$193K 0.01%
5,156
+256
1164
$193K 0.01%
2,744
+274
1165
$193K 0.01%
19,969
+720
1166
$192K 0.01%
8,685
-677
1167
$192K 0.01%
9,231
-440
1168
$192K 0.01%
9,162
1169
$192K 0.01%
2,152
+1,785
1170
$191K 0.01%
2,266
-104
1171
$191K 0.01%
11,127
+515
1172
$191K 0.01%
+7,126
1173
$190K 0.01%
8,976
-1,024
1174
$190K 0.01%
7,872
-416
1175
$189K 0.01%
21,964
+15,020
45 46
47
48 49