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
1651
$83K ﹤0.01%
1,270
-98
1652
$83K ﹤0.01%
1,547
-57
1653
$83K ﹤0.01%
2,787
1654
$83K ﹤0.01%
959
-179
1655
$83K ﹤0.01%
+2,041
1656
$83K ﹤0.01%
1,022
+7
1657
$83K ﹤0.01%
648
-85
1658
$82K ﹤0.01%
5,347
1659
$82K ﹤0.01%
2,241
+186
1660
$82K ﹤0.01%
733
-2,240
1661
$82K ﹤0.01%
3,567
+33
1662
$81K ﹤0.01%
1,002
-24
1663
$81K ﹤0.01%
3,908
1664
$81K ﹤0.01%
4,438
1665
$81K ﹤0.01%
1,000
-441
1666
$80K ﹤0.01%
923
+19
1667
$80K ﹤0.01%
6,689
+6,678
1668
$80K ﹤0.01%
6,165
-6,503
1669
$80K ﹤0.01%
1,997
-204
1670
$80K ﹤0.01%
665
-73
1671
$80K ﹤0.01%
3,715
+1,040
1672
$79K ﹤0.01%
5,389
1673
$79K ﹤0.01%
1,481
+148
1674
$79K ﹤0.01%
3,365
1675
$79K ﹤0.01%
+2,260
65 66
67
68 69