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
151
$3.86M 0.15%
35,778
-5,107
152
$3.86M 0.15%
32,813
-103
153
$3.83M 0.15%
179,482
+50,840
154
$3.82M 0.15%
76,404
-811
155
$3.79M 0.15%
29,637
-3,926
156
$3.78M 0.15%
845,000
-2,720
157
$3.71M 0.15%
45,327
+1,937
158
$3.68M 0.15%
71,979
-4,480
159
$3.67M 0.15%
50,435
+3,284
160
$3.61M 0.14%
39,480
+1,152
161
$3.6M 0.14%
41,935
-123
162
$3.6M 0.14%
93,509
-811
163
$3.59M 0.14%
137,821
+20,482
164
$3.51M 0.14%
74,738
-4,192
165
$3.5M 0.14%
66,025
-401
166
$3.48M 0.14%
40,644
-1,079
167
$3.45M 0.14%
19,287
+2,247
168
$3.44M 0.14%
65,392
-4,688
169
$3.44M 0.14%
71,255
-2,073
170
$3.42M 0.14%
62,778
-2,222
171
$3.42M 0.14%
170,315
-2,083
172
$3.37M 0.13%
200,104
+8,444
173
$3.34M 0.13%
97,070
+6,395
174
$3.34M 0.13%
37,226
+1,983
175
$3.31M 0.13%
57,580
+4,600
5 6
7
8 9