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
1751
$71K ﹤0.01%
2,613
+3
1752
$71K ﹤0.01%
1,227
-239
1753
$71K ﹤0.01%
1,837
+1,685
1754
$71K ﹤0.01%
605
+255
1755
$71K ﹤0.01%
39,644
+12,500
1756
$71K ﹤0.01%
3,434
1757
$71K ﹤0.01%
914
+26
1758
$71K ﹤0.01%
8,163
+1,115
1759
$71K ﹤0.01%
2,838
1760
$71K ﹤0.01%
9,482
-3,373
1761
$71K ﹤0.01%
25,821
+1,379
1762
$71K ﹤0.01%
2,826
+7
1763
$70K ﹤0.01%
1,856
+805
1764
$70K ﹤0.01%
2,874
-415
1765
$70K ﹤0.01%
2,171
-652
1766
$70K ﹤0.01%
2,006
-15
1767
$70K ﹤0.01%
2,763
+7
1768
$70K ﹤0.01%
1,154
-290
1769
$70K ﹤0.01%
5,252
+1,485
1770
$70K ﹤0.01%
2,787
+480
1771
$70K ﹤0.01%
984
+5
1772
$70K ﹤0.01%
4,613
-4,187
1773
$70K ﹤0.01%
1,111
+222
1774
$70K ﹤0.01%
1,394
-58
1775
$70K ﹤0.01%
1,280
-171
69 70
71
72 73