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
126
$4.33M 0.17%
74,611
+5,469
127
$4.29M 0.17%
+36,891
128
$4.29M 0.17%
36,732
+696
129
$4.19M 0.17%
100,194
+12,100
130
$4.18M 0.17%
78,362
+2,236
131
$4.14M 0.16%
81,836
+10,656
132
$4.13M 0.16%
35,442
+1,666
133
$4.13M 0.16%
353,997
-10,114
134
$4.13M 0.16%
100,611
-4,761
135
$4.12M 0.16%
177,790
+38,097
136
$4.1M 0.16%
73,941
-8,682
137
$4.08M 0.16%
21,887
+209
138
$4.07M 0.16%
45,764
+8,076
139
$4.07M 0.16%
18,170
-1,432
140
$4.03M 0.16%
119,332
+244
141
$4.02M 0.16%
24,452
+1,785
142
$4.01M 0.16%
51,841
-30
143
$4.01M 0.16%
67,024
-566
144
$4M 0.16%
34,468
-2,748
145
$3.97M 0.16%
28,133
+946
146
$3.96M 0.16%
75,267
+469
147
$3.95M 0.16%
34,781
-2,051
148
$3.94M 0.16%
152,247
+16,686
149
$3.89M 0.15%
215,079
-5,355
150
$3.88M 0.15%
54,588
+759
4 5
6
7 8