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
1276
$160K 0.01%
10,775
+2,000
1277
$160K 0.01%
4,172
+912
1278
$160K 0.01%
3,344
+230
1279
$159K 0.01%
4,740
+299
1280
$158K 0.01%
2,431
+1,175
1281
$158K 0.01%
6,272
+954
1282
$158K 0.01%
24,501
1283
$158K 0.01%
5,430
+853
1284
$157K 0.01%
6,717
+250
1285
$157K 0.01%
1,660
+2
1286
$157K 0.01%
10,456
+1,828
1287
$156K 0.01%
120
1288
$156K 0.01%
18,736
-2,300
1289
$156K 0.01%
2,016
+268
1290
$156K 0.01%
8,108
+272
1291
$156K 0.01%
12,945
-58
1292
$155K 0.01%
10,567
-3,565
1293
$155K 0.01%
13,726
+1,327
1294
$155K 0.01%
6,035
-11,125
1295
$155K 0.01%
1,400
+185
1296
$154K 0.01%
3,220
+210
1297
$154K 0.01%
6,677
1298
$154K 0.01%
6,983
1299
$154K 0.01%
5,175
1300
$154K 0.01%
6,042
-9,409
50 51
52
53 54