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
1551
$100K ﹤0.01%
761
+25
1552
$100K ﹤0.01%
2,073
-911
1553
$100K ﹤0.01%
1,493
1554
$100K ﹤0.01%
1,080
-982
1555
$99K ﹤0.01%
2,437
+52
1556
$99K ﹤0.01%
2,865
+1,693
1557
$99K ﹤0.01%
4,274
+969
1558
$99K ﹤0.01%
9,738
+60
1559
$99K ﹤0.01%
1,965
+90
1560
$99K ﹤0.01%
13,240
+4,250
1561
$99K ﹤0.01%
75
1562
$99K ﹤0.01%
1,942
+1,000
1563
$99K ﹤0.01%
1,893
-77
1564
$98K ﹤0.01%
8,004
-1,720
1565
$98K ﹤0.01%
6,797
+3,000
1566
$98K ﹤0.01%
3,633
1567
$98K ﹤0.01%
5,270
-720
1568
$98K ﹤0.01%
5,240
+2,400
1569
$97K ﹤0.01%
2,327
-869
1570
$97K ﹤0.01%
3,409
+920
1571
$97K ﹤0.01%
20,671
-963
1572
$97K ﹤0.01%
2,226
+12
1573
$97K ﹤0.01%
1,401
+1,060
1574
$97K ﹤0.01%
3,366
-162
1575
$96K ﹤0.01%
618
-53
61 62
63
64 65