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
1176
$189K 0.01%
6,084
-95
1177
$189K 0.01%
2,676
+9
1178
$188K 0.01%
6,606
+1
1179
$187K 0.01%
5,212
+332
1180
$187K 0.01%
14,413
+102
1181
$187K 0.01%
3,160
+2
1182
$187K 0.01%
1,503
+15
1183
$186K 0.01%
10,799
1184
$185K 0.01%
4,036
+1,427
1185
$184K 0.01%
1,756
+482
1186
$183K 0.01%
1,862
-203
1187
$183K 0.01%
802
+306
1188
$183K 0.01%
1,421
+341
1189
$182K 0.01%
5,233
+2,000
1190
$182K 0.01%
3,864
-1,425
1191
$182K 0.01%
3,562
+20
1192
$181K 0.01%
3,827
-428
1193
$181K 0.01%
15,482
+2,101
1194
$180K 0.01%
1,050
-57
1195
$180K 0.01%
12,525
-10,965
1196
$180K 0.01%
2,541
-2,715
1197
$180K 0.01%
1,206
-264
1198
$179K 0.01%
12,698
-3,411
1199
$179K 0.01%
5,884
1200
$179K 0.01%
2,830
-674
46 47
48
49 50