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
1251
$166K 0.01%
3,695
+176
1252
$165K 0.01%
5,491
+392
1253
$165K 0.01%
5,100
+155
1254
$165K 0.01%
666
+41
1255
$165K 0.01%
10,959
-514
1256
$165K 0.01%
16,393
-115
1257
$165K 0.01%
9,474
+1,662
1258
$164K 0.01%
1,148
-205
1259
$164K 0.01%
3,134
+1
1260
$164K 0.01%
1,218
+300
1261
$164K 0.01%
1,639
+105
1262
$164K 0.01%
6,229
+33
1263
$164K 0.01%
13,000
1264
$164K 0.01%
2,630
-843
1265
$163K 0.01%
853
+170
1266
$163K 0.01%
2,685
-394
1267
$163K 0.01%
12,053
+3,278
1268
$162K 0.01%
6,265
+904
1269
$162K 0.01%
3,571
+1
1270
$162K 0.01%
2,880
-200
1271
$162K 0.01%
2,820
-323
1272
$162K 0.01%
6,395
+1
1273
$161K 0.01%
1,565
+253
1274
$161K 0.01%
11,515
+279
1275
$160K 0.01%
1,988
49 50
51
52 53