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
1901
$57K ﹤0.01%
1,560
+710
1902
$57K ﹤0.01%
1,804
+1,339
1903
$57K ﹤0.01%
744
-6
1904
$57K ﹤0.01%
20
+6
1905
$57K ﹤0.01%
2,601
+1,814
1906
$57K ﹤0.01%
1,137
-7
1907
$57K ﹤0.01%
5,888
1908
$57K ﹤0.01%
1,544
+934
1909
$56K ﹤0.01%
591
1910
$56K ﹤0.01%
1,998
+1,638
1911
$56K ﹤0.01%
1,922
-5
1912
$56K ﹤0.01%
1,015
+878
1913
$56K ﹤0.01%
614
+182
1914
$56K ﹤0.01%
1,214
1915
$56K ﹤0.01%
1,700
1916
$56K ﹤0.01%
3,813
1917
$56K ﹤0.01%
1,817
+819
1918
$56K ﹤0.01%
1,755
-154
1919
$56K ﹤0.01%
2,083
-1,273
1920
$56K ﹤0.01%
1,000
1921
$55K ﹤0.01%
1,453
-298
1922
$55K ﹤0.01%
642
+462
1923
$55K ﹤0.01%
1,362
+263
1924
$55K ﹤0.01%
3,272
1925
$55K ﹤0.01%
6,419
75 76
77
78 79