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
1401
$127K 0.01%
6,350
-1,390
1402
$127K 0.01%
5,778
+222
1403
$126K 0.01%
2,829
+144
1404
$126K 0.01%
4,600
+73
1405
$126K 0.01%
1,965
-112
1406
$126K 0.01%
1,229
-203
1407
$126K 0.01%
4,785
1408
$126K 0.01%
35,980
1409
$125K 0.01%
3,283
+1,893
1410
$125K 0.01%
6,030
-1,278
1411
$125K 0.01%
3,500
-362
1412
$125K 0.01%
755
-45
1413
$125K 0.01%
920
-2
1414
$125K 0.01%
7,449
-620
1415
$125K 0.01%
3,889
+855
1416
$124K ﹤0.01%
3,276
-331
1417
$124K ﹤0.01%
5,715
+196
1418
$124K ﹤0.01%
2,022
-237
1419
$124K ﹤0.01%
16,463
1420
$124K ﹤0.01%
2,721
+75
1421
$124K ﹤0.01%
3,972
1422
$124K ﹤0.01%
3,999
+10
1423
$124K ﹤0.01%
5,006
-1,546
1424
$123K ﹤0.01%
6,207
-1,242
1425
$122K ﹤0.01%
1,600
+183
55 56
57
58 59