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
1501
$108K ﹤0.01%
952
+40
1502
$107K ﹤0.01%
1,866
+104
1503
$107K ﹤0.01%
2,710
-9,778
1504
$107K ﹤0.01%
3,540
-283
1505
$107K ﹤0.01%
1,902
+2
1506
$106K ﹤0.01%
1,365
+236
1507
$106K ﹤0.01%
2,576
-512
1508
$106K ﹤0.01%
3,197
+1,670
1509
$106K ﹤0.01%
9,320
-2,000
1510
$106K ﹤0.01%
824
-109
1511
$106K ﹤0.01%
618
+119
1512
$105K ﹤0.01%
1,063
-145
1513
$105K ﹤0.01%
3,987
+3,090
1514
$105K ﹤0.01%
846
-99
1515
$105K ﹤0.01%
5,606
+423
1516
$105K ﹤0.01%
10,345
+348
1517
$105K ﹤0.01%
1,500
1518
$105K ﹤0.01%
2,012
-200
1519
$104K ﹤0.01%
1,372
-232
1520
$104K ﹤0.01%
7,738
1521
$104K ﹤0.01%
814
-217
1522
$104K ﹤0.01%
8,550
1523
$104K ﹤0.01%
665
-541
1524
$104K ﹤0.01%
2,657
+48
1525
$104K ﹤0.01%
11,180
+2,080
59 60
61
62 63