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
1776
$69K ﹤0.01%
3,066
+250
1777
$69K ﹤0.01%
1,463
-20,767
1778
$69K ﹤0.01%
2,705
+965
1779
$69K ﹤0.01%
1,498
1780
$69K ﹤0.01%
1,969
-732
1781
$69K ﹤0.01%
2,640
-515
1782
$69K ﹤0.01%
1,874
-654
1783
$69K ﹤0.01%
80
-8
1784
$69K ﹤0.01%
521
+142
1785
$69K ﹤0.01%
1,356
-294
1786
$68K ﹤0.01%
13,634
+1,000
1787
$68K ﹤0.01%
744
-21
1788
$68K ﹤0.01%
1,845
1789
$68K ﹤0.01%
5,849
+2,633
1790
$68K ﹤0.01%
1,466
-472
1791
$68K ﹤0.01%
2,053
-60
1792
$68K ﹤0.01%
1,925
-244
1793
$68K ﹤0.01%
2,775
+950
1794
$68K ﹤0.01%
3,991
1795
$67K ﹤0.01%
3,769
-1,521
1796
$67K ﹤0.01%
2,300
1797
$67K ﹤0.01%
1,311
+1,113
1798
$67K ﹤0.01%
2,444
-18
1799
$67K ﹤0.01%
2,408
+988
1800
$67K ﹤0.01%
3,200
-1,000
70 71
72
73 74