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
1226
$172K 0.01%
3,495
-1,002
1227
$172K 0.01%
10,870
+986
1228
$171K 0.01%
3,303
-45
1229
$170K 0.01%
1,511
-188
1230
$170K 0.01%
5,789
+1,120
1231
$169K 0.01%
5,991
-145
1232
$169K 0.01%
1,696
+50
1233
$169K 0.01%
5,641
+1,623
1234
$169K 0.01%
917
-1,821
1235
$169K 0.01%
4,194
-53
1236
$168K 0.01%
2,428
-118
1237
$168K 0.01%
6,069
1238
$168K 0.01%
19,546
1239
$167K 0.01%
12,286
+776
1240
$167K 0.01%
4,068
-931
1241
$167K 0.01%
1,504
1242
$167K 0.01%
3,093
+212
1243
$167K 0.01%
2,061
+1,936
1244
$167K 0.01%
3,545
+3,101
1245
$167K 0.01%
2,374
+518
1246
$166K 0.01%
8,058
+800
1247
$166K 0.01%
5,550
+9
1248
$166K 0.01%
1,282
-52
1249
$166K 0.01%
6,800
1250
$166K 0.01%
4,345
+2,830
48 49
50
51 52