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
1451
$118K ﹤0.01%
9,285
+1,000
1452
$118K ﹤0.01%
15,128
-927
1453
$118K ﹤0.01%
1,483
-29
1454
$117K ﹤0.01%
5,375
-8,957
1455
$117K ﹤0.01%
5,212
+2,229
1456
$117K ﹤0.01%
3,950
-40
1457
$117K ﹤0.01%
3,969
+369
1458
$117K ﹤0.01%
2,189
-145
1459
$117K ﹤0.01%
2,189
1460
$116K ﹤0.01%
1,385
-48
1461
$116K ﹤0.01%
5,384
-630
1462
$116K ﹤0.01%
4,887
-614
1463
$116K ﹤0.01%
9,500
1464
$116K ﹤0.01%
2,793
+58
1465
$115K ﹤0.01%
7,521
-495
1466
$115K ﹤0.01%
3,679
-888
1467
$115K ﹤0.01%
1,057
-2,174
1468
$115K ﹤0.01%
9,609
-250
1469
$115K ﹤0.01%
6,465
-2,845
1470
$114K ﹤0.01%
976
-170
1471
$114K ﹤0.01%
5,598
-60
1472
$113K ﹤0.01%
3,723
+909
1473
$113K ﹤0.01%
2,189
+242
1474
$113K ﹤0.01%
2,957
+46
1475
$113K ﹤0.01%
7,533
+1,966
57 58
59
60 61