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
1476
$113K ﹤0.01%
2,154
+439
1477
$113K ﹤0.01%
1,110
-125
1478
$112K ﹤0.01%
910
1479
$111K ﹤0.01%
2,762
-100
1480
$111K ﹤0.01%
2,404
+707
1481
$111K ﹤0.01%
6,140
+3,272
1482
$111K ﹤0.01%
4,052
-29
1483
$110K ﹤0.01%
3,842
+894
1484
$110K ﹤0.01%
1,180
-137
1485
$110K ﹤0.01%
3,127
-1,979
1486
$110K ﹤0.01%
3,700
-140
1487
$110K ﹤0.01%
5,591
+448
1488
$109K ﹤0.01%
2,367
-240
1489
$109K ﹤0.01%
1,405
1490
$109K ﹤0.01%
2,369
+2,360
1491
$109K ﹤0.01%
9,940
+470
1492
$109K ﹤0.01%
5,620
1493
$109K ﹤0.01%
4,284
-9,504
1494
$108K ﹤0.01%
2,328
-278
1495
$108K ﹤0.01%
474
-183
1496
$108K ﹤0.01%
1,104
1497
$108K ﹤0.01%
598
+57
1498
$108K ﹤0.01%
1,017
+110
1499
$108K ﹤0.01%
1,891
+280
1500
$108K ﹤0.01%
4,663
+1,902
58 59
60
61 62