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
1976
$50K ﹤0.01%
511
-143
1977
$50K ﹤0.01%
470
+2
1978
$50K ﹤0.01%
2,936
1979
$50K ﹤0.01%
1,675
-99
1980
$50K ﹤0.01%
882
-283
1981
$50K ﹤0.01%
583
-9,155
1982
$50K ﹤0.01%
1,988
-234
1983
$49K ﹤0.01%
2,799
-150
1984
$49K ﹤0.01%
2,244
+40
1985
$49K ﹤0.01%
814
+397
1986
$49K ﹤0.01%
2,392
+1,514
1987
$49K ﹤0.01%
3,383
-15
1988
$49K ﹤0.01%
+4,615
1989
$49K ﹤0.01%
839
-148
1990
$49K ﹤0.01%
5,267
1991
$49K ﹤0.01%
30
+10
1992
$48K ﹤0.01%
1,203
+239
1993
$48K ﹤0.01%
2,201
1994
$48K ﹤0.01%
517
-4
1995
$48K ﹤0.01%
1,010
1996
$48K ﹤0.01%
1,139
-397
1997
$48K ﹤0.01%
2,601
-7,320
1998
$48K ﹤0.01%
990
-157
1999
$48K ﹤0.01%
2,536
-72
2000
$48K ﹤0.01%
1,186
+238
78 79
80
81 82