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
1601
$91K ﹤0.01%
876
+421
1602
$91K ﹤0.01%
2,415
-118
1603
$91K ﹤0.01%
4,030
+2,700
1604
$91K ﹤0.01%
3,377
+42
1605
$90K ﹤0.01%
8,535
1606
$90K ﹤0.01%
2,346
+197
1607
$90K ﹤0.01%
6,839
1608
$90K ﹤0.01%
971
+147
1609
$90K ﹤0.01%
6,343
1610
$90K ﹤0.01%
644
+208
1611
$90K ﹤0.01%
+2,950
1612
$89K ﹤0.01%
974
+143
1613
$89K ﹤0.01%
5,421
1614
$89K ﹤0.01%
913
+47
1615
$89K ﹤0.01%
2,249
-68
1616
$88K ﹤0.01%
2,621
-2,224
1617
$88K ﹤0.01%
15,608
-1,628
1618
$88K ﹤0.01%
2,510
+1,557
1619
$88K ﹤0.01%
76
-41
1620
$88K ﹤0.01%
1,381
1621
$88K ﹤0.01%
2,077
-1,158
1622
$88K ﹤0.01%
1,621
+35
1623
$87K ﹤0.01%
1,699
-18
1624
$87K ﹤0.01%
1,293
+461
1625
$87K ﹤0.01%
4,880
-12
63 64
65
66 67