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
176
$3.3M 0.13%
59,509
+35,754
177
$3.29M 0.13%
181,118
+10,988
178
$3.27M 0.13%
64,046
+14,504
179
$3.26M 0.13%
30,604
+1,526
180
$3.22M 0.13%
72,613
+867
181
$3.21M 0.13%
134,266
+815
182
$3.2M 0.13%
41,609
+414
183
$3.19M 0.13%
23,618
+4
184
$3.12M 0.12%
119,094
+13,748
185
$3.12M 0.12%
+124,154
186
$3.1M 0.12%
65,442
-1,924
187
$3.08M 0.12%
118,019
-37,076
188
$3.04M 0.12%
46,087
-27
189
$3M 0.12%
140,153
-2,554
190
$2.95M 0.12%
36,371
+2,884
191
$2.94M 0.12%
32,609
-8,277
192
$2.93M 0.12%
32,016
-2,228
193
$2.92M 0.12%
+23,421
194
$2.89M 0.11%
37,428
+701
195
$2.84M 0.11%
29,640
-4,462
196
$2.83M 0.11%
36,522
-382
197
$2.83M 0.11%
130,420
-566
198
$2.82M 0.11%
49,830
+338
199
$2.78M 0.11%
27,138
-15
200
$2.78M 0.11%
112,848
+9,051
6 7
8
9 10