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
1201
$178K 0.01%
4,803
-1,313
1202
$178K 0.01%
1,872
+200
1203
$178K 0.01%
33,343
+2,669
1204
$177K 0.01%
1,275
+130
1205
$177K 0.01%
8,484
1206
$176K 0.01%
3,086
-999
1207
$176K 0.01%
4,524
+287
1208
$176K 0.01%
10,525
+3,331
1209
$176K 0.01%
9,803
+1,549
1210
$175K 0.01%
294
+14
1211
$175K 0.01%
2,256
+516
1212
$175K 0.01%
12,849
+1,183
1213
$175K 0.01%
15,875
-226
1214
$175K 0.01%
391
+6
1215
$175K 0.01%
5,704
-21
1216
$175K 0.01%
1,566
+204
1217
$174K 0.01%
9,158
+410
1218
$174K 0.01%
5,825
1219
$174K 0.01%
3,169
+465
1220
$174K 0.01%
7,981
+3,083
1221
$173K 0.01%
2,790
-731
1222
$173K 0.01%
1,569
+747
1223
$173K 0.01%
3,497
-5
1224
$173K 0.01%
3,200
+830
1225
$172K 0.01%
6,576
+34
47 48
49
50 51