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
1626
$87K ﹤0.01%
2,630
+2,268
1627
$87K ﹤0.01%
1,010
-50
1628
$87K ﹤0.01%
6,090
-1,251
1629
$87K ﹤0.01%
4,000
1630
$87K ﹤0.01%
1,215
-10,483
1631
$87K ﹤0.01%
6,624
-155
1632
$87K ﹤0.01%
5,483
1633
$87K ﹤0.01%
781
+3
1634
$87K ﹤0.01%
2,465
+1,054
1635
$87K ﹤0.01%
5,874
+19
1636
$86K ﹤0.01%
6,772
+3,015
1637
$86K ﹤0.01%
12,607
-4,600
1638
$86K ﹤0.01%
3,337
+3
1639
$86K ﹤0.01%
2,000
1640
$86K ﹤0.01%
1,801
1641
$86K ﹤0.01%
19,060
+58
1642
$86K ﹤0.01%
1,536
-120
1643
$85K ﹤0.01%
2,736
1644
$85K ﹤0.01%
2,743
+137
1645
$84K ﹤0.01%
8,168
1646
$84K ﹤0.01%
4,625
-8,545
1647
$84K ﹤0.01%
5,331
1648
$84K ﹤0.01%
725
-1,104
1649
$84K ﹤0.01%
3,220
+979
1650
$83K ﹤0.01%
2,772
+110
64 65
66
67 68