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
1376
$133K 0.01%
4,164
+250
1377
$133K 0.01%
+5,279
1378
$133K 0.01%
13,711
-42
1379
$133K 0.01%
1,795
+194
1380
$132K 0.01%
21,200
+18,000
1381
$132K 0.01%
10,090
-12
1382
$132K 0.01%
4,552
1383
$132K 0.01%
3,812
-420
1384
$132K 0.01%
3,963
-222
1385
$131K 0.01%
2,099
-125
1386
$131K 0.01%
862
+158
1387
$131K 0.01%
8,095
+790
1388
$130K 0.01%
3,710
-816
1389
$130K 0.01%
2,183
-674
1390
$130K 0.01%
2,630
-420
1391
$130K 0.01%
122
-9
1392
$130K 0.01%
8,729
-198
1393
$129K 0.01%
2,942
+44
1394
$129K 0.01%
1,068
1395
$129K 0.01%
3,772
-868
1396
$129K 0.01%
5,355
-1,923
1397
$129K 0.01%
1,226
+50
1398
$128K 0.01%
4,337
-547
1399
$128K 0.01%
6,930
-742
1400
$127K 0.01%
2,651
+886
54 55
56
57 58