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
1576
$96K ﹤0.01%
3,696
1577
$96K ﹤0.01%
3,602
+139
1578
$95K ﹤0.01%
2,518
+475
1579
$95K ﹤0.01%
6,257
+1,727
1580
$95K ﹤0.01%
1,800
-155
1581
$94K ﹤0.01%
3,444
+1,880
1582
$94K ﹤0.01%
4,232
-928
1583
$94K ﹤0.01%
1,112
-9
1584
$94K ﹤0.01%
1,472
-97
1585
$94K ﹤0.01%
1,149
-722
1586
$94K ﹤0.01%
977
+514
1587
$93K ﹤0.01%
3,201
+3
1588
$93K ﹤0.01%
3,795
1589
$93K ﹤0.01%
646
+18
1590
$93K ﹤0.01%
2,471
-3,164
1591
$92K ﹤0.01%
2,328
+355
1592
$92K ﹤0.01%
1,213
+11
1593
$92K ﹤0.01%
1,873
-72
1594
$92K ﹤0.01%
1,812
+330
1595
$92K ﹤0.01%
2,779
1596
$92K ﹤0.01%
2,536
+256
1597
$92K ﹤0.01%
14,610
+1,021
1598
$92K ﹤0.01%
2,670
1599
$92K ﹤0.01%
6,285
1600
$91K ﹤0.01%
6,061
62 63
64
65 66