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
1301
$153K 0.01%
7,147
-1,688
1302
$153K 0.01%
19
1303
$152K 0.01%
2,117
-241
1304
$152K 0.01%
7,129
+298
1305
$152K 0.01%
13,417
-2,775
1306
$152K 0.01%
1,434
+113
1307
$152K 0.01%
1,281
-129
1308
$152K 0.01%
3,143
+342
1309
$152K 0.01%
10,797
1310
$151K 0.01%
17,160
-1,375
1311
$151K 0.01%
9,002
+4,500
1312
$151K 0.01%
1,279
+338
1313
$151K 0.01%
12,007
-2,203
1314
$151K 0.01%
8,046
-222
1315
$151K 0.01%
5,843
+979
1316
$150K 0.01%
8,457
+1,882
1317
$150K 0.01%
8,540
1318
$150K 0.01%
11,774
+1,538
1319
$150K 0.01%
8,579
-21,061
1320
$149K 0.01%
16,750
+9,319
1321
$149K 0.01%
3,010
+135
1322
$149K 0.01%
10,385
1323
$149K 0.01%
3,605
+2,061
1324
$148K 0.01%
12,453
-1,539
1325
$148K 0.01%
4,692
+100
51 52
53
54 55