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
1701
$76K ﹤0.01%
4,000
1702
$76K ﹤0.01%
686
+25
1703
$76K ﹤0.01%
2,250
1704
$76K ﹤0.01%
4,046
+4
1705
$76K ﹤0.01%
1,270
+800
1706
$76K ﹤0.01%
1,277
+106
1707
$76K ﹤0.01%
835
-150
1708
$75K ﹤0.01%
748
-99
1709
$75K ﹤0.01%
1,510
1710
$75K ﹤0.01%
849
+40
1711
$75K ﹤0.01%
1,170
-122
1712
$75K ﹤0.01%
1,581
-8,882
1713
$75K ﹤0.01%
2,445
+1,570
1714
$75K ﹤0.01%
4,848
-716
1715
$75K ﹤0.01%
6,356
-1,403
1716
$74K ﹤0.01%
1,800
1717
$74K ﹤0.01%
2,937
+1,800
1718
$74K ﹤0.01%
885
-3
1719
$74K ﹤0.01%
810
+310
1720
$74K ﹤0.01%
1,976
1721
$74K ﹤0.01%
3,177
+16
1722
$74K ﹤0.01%
1,206
-144
1723
$74K ﹤0.01%
5,812
+20
1724
$74K ﹤0.01%
3,433
+2,473
1725
$74K ﹤0.01%
706
+13
67 68
69
70 71