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
1876
$60K ﹤0.01%
+1,215
1877
$59K ﹤0.01%
850
+315
1878
$59K ﹤0.01%
11,011
1879
$59K ﹤0.01%
339
+51
1880
$59K ﹤0.01%
565
-102
1881
$58K ﹤0.01%
6,276
1882
$58K ﹤0.01%
6,352
1883
$58K ﹤0.01%
2,168
+1,587
1884
$58K ﹤0.01%
2,307
1885
$58K ﹤0.01%
1,630
-109
1886
$58K ﹤0.01%
1,507
1887
$58K ﹤0.01%
1,026
+225
1888
$58K ﹤0.01%
9,560
-14,281
1889
$58K ﹤0.01%
5,748
-826
1890
$58K ﹤0.01%
2,290
1891
$58K ﹤0.01%
+4,448
1892
$58K ﹤0.01%
3,767
1893
$58K ﹤0.01%
8,393
+70
1894
$58K ﹤0.01%
748
+15
1895
$58K ﹤0.01%
729
1896
$57K ﹤0.01%
1,383
1897
$57K ﹤0.01%
3,340
1898
$57K ﹤0.01%
1,850
-665
1899
$57K ﹤0.01%
1,642
-3,590
1900
$57K ﹤0.01%
1,602
74 75
76
77 78