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
101
$5.56M 0.22%
37,806
+552
102
$5.47M 0.22%
31,680
+3,849
103
$5.43M 0.22%
35,665
+606
104
$5.4M 0.21%
75,945
-2,789
105
$5.3M 0.21%
38,248
-1,507
106
$5.3M 0.21%
178,279
+24,217
107
$5.21M 0.21%
199,178
-78,332
108
$5.21M 0.21%
81,701
-7,571
109
$5.19M 0.21%
135,270
+126,392
110
$5.19M 0.21%
46,326
-8,818
111
$5.14M 0.2%
429,366
+26,536
112
$4.97M 0.2%
25,403
-703
113
$4.9M 0.19%
104,612
+28,170
114
$4.83M 0.19%
60,289
+3,665
115
$4.82M 0.19%
54,341
-1,127
116
$4.78M 0.19%
39,772
-216
117
$4.74M 0.19%
46,267
-1,837
118
$4.68M 0.19%
16,279
-154
119
$4.67M 0.19%
42,153
+10,516
120
$4.63M 0.18%
363,137
+39,631
121
$4.58M 0.18%
258,176
-9,740
122
$4.55M 0.18%
14,660
+483
123
$4.45M 0.18%
156,890
+37,893
124
$4.42M 0.18%
43,575
+6,168
125
$4.37M 0.17%
57,244
+60
3 4
5
6 7