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
1676
$79K ﹤0.01%
1,844
+25
1677
$79K ﹤0.01%
13,632
1678
$79K ﹤0.01%
3,892
-36
1679
$79K ﹤0.01%
1,532
+3
1680
$79K ﹤0.01%
885
-128
1681
$79K ﹤0.01%
592
+42
1682
$79K ﹤0.01%
1,461
+114
1683
$79K ﹤0.01%
1,732
+212
1684
$79K ﹤0.01%
3,389
-623
1685
$79K ﹤0.01%
2,493
-18
1686
$78K ﹤0.01%
7,400
+1,000
1687
$78K ﹤0.01%
3,444
+872
1688
$78K ﹤0.01%
1,493
-156
1689
$78K ﹤0.01%
1,062
+92
1690
$78K ﹤0.01%
650
1691
$78K ﹤0.01%
853
-2
1692
$77K ﹤0.01%
870
-27
1693
$77K ﹤0.01%
2,861
+150
1694
$77K ﹤0.01%
5,492
-816
1695
$77K ﹤0.01%
1,683
+941
1696
$77K ﹤0.01%
1,770
-62
1697
$77K ﹤0.01%
476
1698
$76K ﹤0.01%
2,612
+1,170
1699
$76K ﹤0.01%
3,157
1700
$76K ﹤0.01%
1,268
+25
66 67
68
69 70