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
1851
$61K ﹤0.01%
760
+225
1852
$61K ﹤0.01%
4,238
+4
1853
$61K ﹤0.01%
1,611
1854
$61K ﹤0.01%
3,443
+42
1855
$61K ﹤0.01%
11,392
+1,877
1856
$61K ﹤0.01%
1,267
-112
1857
$61K ﹤0.01%
2,936
1858
$61K ﹤0.01%
950
1859
$61K ﹤0.01%
1,624
-154
1860
$61K ﹤0.01%
2,931
-420
1861
$61K ﹤0.01%
+2,120
1862
$60K ﹤0.01%
552
+48
1863
$60K ﹤0.01%
2,493
+1,493
1864
$60K ﹤0.01%
3,046
-98
1865
$60K ﹤0.01%
3,104
+15
1866
$60K ﹤0.01%
938
+364
1867
$60K ﹤0.01%
2,401
1868
$60K ﹤0.01%
4,735
1869
$60K ﹤0.01%
707
+100
1870
$60K ﹤0.01%
1,508
1871
$60K ﹤0.01%
3,380
-10
1872
$60K ﹤0.01%
2,200
1873
$60K ﹤0.01%
+2,200
1874
$60K ﹤0.01%
2,152
+350
1875
$60K ﹤0.01%
5,336
+3,326
73 74
75
76 77