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
1526
$104K ﹤0.01%
1,337
-30
1527
$103K ﹤0.01%
2,096
-851
1528
$103K ﹤0.01%
6,473
+253
1529
$103K ﹤0.01%
7,177
-516
1530
$103K ﹤0.01%
5,967
-4,910
1531
$103K ﹤0.01%
17,247
-11,851
1532
$103K ﹤0.01%
3,601
1533
$103K ﹤0.01%
1,985
-75
1534
$103K ﹤0.01%
1,250
-155
1535
$102K ﹤0.01%
5,384
-472
1536
$102K ﹤0.01%
1,716
+52
1537
$102K ﹤0.01%
3,481
+1,180
1538
$101K ﹤0.01%
3,071
-128
1539
$101K ﹤0.01%
1,713
+1,198
1540
$101K ﹤0.01%
1,979
+1,679
1541
$101K ﹤0.01%
7,200
-2,053
1542
$101K ﹤0.01%
5,280
+631
1543
$101K ﹤0.01%
1,328
+239
1544
$101K ﹤0.01%
389
-15
1545
$100K ﹤0.01%
56
-163
1546
$100K ﹤0.01%
1,011
-487
1547
$100K ﹤0.01%
1,136
+4
1548
$100K ﹤0.01%
6,677
+729
1549
$100K ﹤0.01%
829
-130
1550
$100K ﹤0.01%
541
+127
60 61
62
63 64