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
1726
$74K ﹤0.01%
15,325
-9,257
1727
$74K ﹤0.01%
2,900
1728
$74K ﹤0.01%
2,890
1729
$73K ﹤0.01%
1,427
-245
1730
$73K ﹤0.01%
4,513
1731
$73K ﹤0.01%
7,020
1732
$73K ﹤0.01%
8,041
-8
1733
$73K ﹤0.01%
33,373
+133
1734
$73K ﹤0.01%
+9,850
1735
$73K ﹤0.01%
395
-45
1736
$73K ﹤0.01%
17,196
-21,573
1737
$73K ﹤0.01%
1,666
+1,027
1738
$73K ﹤0.01%
979
-19
1739
$73K ﹤0.01%
1,144
+66
1740
$72K ﹤0.01%
1,474
+375
1741
$72K ﹤0.01%
2,379
+9
1742
$72K ﹤0.01%
2,352
1743
$72K ﹤0.01%
10,010
+1,000
1744
$72K ﹤0.01%
1,684
+6
1745
$72K ﹤0.01%
3,703
+800
1746
$72K ﹤0.01%
281
1747
$72K ﹤0.01%
7,095
+95
1748
$72K ﹤0.01%
1,870
-35
1749
$72K ﹤0.01%
5,845
+750
1750
$71K ﹤0.01%
1,660
-200
68 69
70
71 72