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
1826
$64K ﹤0.01%
+2,540
1827
$64K ﹤0.01%
2,226
-243
1828
$64K ﹤0.01%
4,208
1829
$64K ﹤0.01%
1,650
-1,850
1830
$63K ﹤0.01%
853
-293
1831
$63K ﹤0.01%
808
-34
1832
$63K ﹤0.01%
1,100
+600
1833
$63K ﹤0.01%
3,625
1834
$63K ﹤0.01%
1,304
-41
1835
$63K ﹤0.01%
2,292
-90
1836
$63K ﹤0.01%
1,865
-8
1837
$63K ﹤0.01%
2,682
1838
$62K ﹤0.01%
1,258
+258
1839
$62K ﹤0.01%
6,369
-343
1840
$62K ﹤0.01%
4,860
-450
1841
$62K ﹤0.01%
590
1842
$62K ﹤0.01%
5,174
+10
1843
$62K ﹤0.01%
2,796
1844
$62K ﹤0.01%
630
1845
$62K ﹤0.01%
1,267
+1,187
1846
$62K ﹤0.01%
2,505
+495
1847
$62K ﹤0.01%
7,688
+600
1848
$62K ﹤0.01%
5,394
-276
1849
$62K ﹤0.01%
2,465
1850
$61K ﹤0.01%
1,290
-1,200
72 73
74
75 76