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
1351
$139K 0.01%
6,310
-1,900
1352
$139K 0.01%
8,713
+3,294
1353
$138K 0.01%
3,057
-42
1354
$138K 0.01%
3,138
-684
1355
$138K 0.01%
13,400
1356
$138K 0.01%
4,226
+509
1357
$138K 0.01%
4,280
+40
1358
$138K 0.01%
8,369
1359
$138K 0.01%
9,985
1360
$137K 0.01%
9,415
1361
$137K 0.01%
2,927
-2,209
1362
$137K 0.01%
3,660
+3,485
1363
$137K 0.01%
5,432
-473
1364
$136K 0.01%
5,660
+14
1365
$136K 0.01%
9,573
1366
$136K 0.01%
5,435
-595
1367
$136K 0.01%
1,808
1368
$135K 0.01%
2,306
1369
$135K 0.01%
2,701
+627
1370
$135K 0.01%
2,391
-1,052
1371
$135K 0.01%
1,467
-850
1372
$135K 0.01%
1,788
-125
1373
$135K 0.01%
3,743
-5,073
1374
$135K 0.01%
7,211
+55
1375
$134K 0.01%
2,638
-1,436
53 54
55
56 57