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
1951
$52K ﹤0.01%
1,508
+400
1952
$52K ﹤0.01%
2,245
+199
1953
$52K ﹤0.01%
4,740
+1,350
1954
$52K ﹤0.01%
1,975
1955
$52K ﹤0.01%
1,791
-451
1956
$52K ﹤0.01%
3,124
1957
$52K ﹤0.01%
3,819
-4,000
1958
$51K ﹤0.01%
2,256
-119
1959
$51K ﹤0.01%
476
+28
1960
$51K ﹤0.01%
3,150
-400
1961
$51K ﹤0.01%
1,088
+72
1962
$51K ﹤0.01%
5,069
-30
1963
$51K ﹤0.01%
3,090
+2
1964
$51K ﹤0.01%
540
+149
1965
$51K ﹤0.01%
1,170
-1,993
1966
$51K ﹤0.01%
1,539
-51
1967
$51K ﹤0.01%
1,471
-32
1968
$51K ﹤0.01%
2,705
+4
1969
$51K ﹤0.01%
6,317
+267
1970
$51K ﹤0.01%
3,759
1971
$51K ﹤0.01%
2,811
-700
1972
$50K ﹤0.01%
3,725
-5,480
1973
$50K ﹤0.01%
1,182
+3
1974
$50K ﹤0.01%
13,710
-1,671
1975
$50K ﹤0.01%
953
+85
77 78
79
80 81