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
1426
$121K ﹤0.01%
1,892
+285
1427
$121K ﹤0.01%
1,134
-49
1428
$121K ﹤0.01%
3,522
+9
1429
$121K ﹤0.01%
3,994
-348
1430
$121K ﹤0.01%
1,975
-1,200
1431
$121K ﹤0.01%
2,334
+1,900
1432
$121K ﹤0.01%
4,875
+440
1433
$120K ﹤0.01%
18,171
-17
1434
$120K ﹤0.01%
18,320
1435
$120K ﹤0.01%
5,487
-349
1436
$120K ﹤0.01%
1,621
-148
1437
$120K ﹤0.01%
3,253
+357
1438
$120K ﹤0.01%
4,770
-435
1439
$120K ﹤0.01%
3,011
+507
1440
$120K ﹤0.01%
3,125
-896
1441
$120K ﹤0.01%
8,837
-275
1442
$119K ﹤0.01%
2,679
1443
$119K ﹤0.01%
10,193
1444
$119K ﹤0.01%
2,579
+921
1445
$119K ﹤0.01%
5,685
+699
1446
$119K ﹤0.01%
1,348
-6
1447
$119K ﹤0.01%
1,858
+118
1448
$119K ﹤0.01%
5,322
-375
1449
$119K ﹤0.01%
6,817
-1,400
1450
$119K ﹤0.01%
8,128
-897
56 57
58
59 60