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
1926
$54K ﹤0.01%
3,835
1927
$54K ﹤0.01%
3,156
1928
$54K ﹤0.01%
1,306
+273
1929
$54K ﹤0.01%
3,757
+21
1930
$54K ﹤0.01%
2,679
+520
1931
$54K ﹤0.01%
295
-50
1932
$54K ﹤0.01%
10,492
+3,496
1933
$54K ﹤0.01%
3,372
-204
1934
$54K ﹤0.01%
2,227
+727
1935
$54K ﹤0.01%
1,484
+317
1936
$53K ﹤0.01%
1,833
+3
1937
$53K ﹤0.01%
886
-59
1938
$53K ﹤0.01%
672
-48
1939
$53K ﹤0.01%
2,255
+1
1940
$53K ﹤0.01%
687
-39
1941
$53K ﹤0.01%
753
-67
1942
$53K ﹤0.01%
1,687
-487
1943
$53K ﹤0.01%
3,381
1944
$52K ﹤0.01%
2,191
+39
1945
$52K ﹤0.01%
+1,343
1946
$52K ﹤0.01%
1,136
-143
1947
$52K ﹤0.01%
1,189
-112
1948
$52K ﹤0.01%
1,638
-132
1949
$52K ﹤0.01%
2,800
1950
$52K ﹤0.01%
766
+66
76 77
78
79 80