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
2001
$48K ﹤0.01%
433
+129
2002
$48K ﹤0.01%
1,223
+161
2003
$48K ﹤0.01%
+500
2004
$48K ﹤0.01%
3,255
-1,165
2005
$48K ﹤0.01%
8,855
-2,324
2006
$47K ﹤0.01%
3,298
2007
$47K ﹤0.01%
+864
2008
$47K ﹤0.01%
772
+60
2009
$47K ﹤0.01%
3,036
-607
2010
$47K ﹤0.01%
1,721
+2
2011
$47K ﹤0.01%
1,808
2012
$47K ﹤0.01%
1,006
+906
2013
$47K ﹤0.01%
1,295
+96
2014
$47K ﹤0.01%
1,426
-63
2015
$47K ﹤0.01%
3,970
2016
$47K ﹤0.01%
6,497
-357
2017
$47K ﹤0.01%
3,000
+1,000
2018
$47K ﹤0.01%
525
-87
2019
$47K ﹤0.01%
12,208
-4,530
2020
$47K ﹤0.01%
2,049
2021
$46K ﹤0.01%
6,964
+6,000
2022
$46K ﹤0.01%
1,479
-584
2023
$46K ﹤0.01%
3,200
-730
2024
$46K ﹤0.01%
749
+24
2025
$46K ﹤0.01%
+399
79 80
81
82 83