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
2051
$44K ﹤0.01%
326
2052
$44K ﹤0.01%
421
2053
$44K ﹤0.01%
2,359
-63
2054
$44K ﹤0.01%
1,071
-94
2055
$44K ﹤0.01%
342
+39
2056
$43K ﹤0.01%
1,440
-130
2057
$43K ﹤0.01%
2,013
+105
2058
$43K ﹤0.01%
4,942
+7
2059
$43K ﹤0.01%
96
+3
2060
$43K ﹤0.01%
10,550
2061
$43K ﹤0.01%
1,764
2062
$43K ﹤0.01%
3,114
+12
2063
$43K ﹤0.01%
920
2064
$43K ﹤0.01%
+513
2065
$43K ﹤0.01%
713
-150
2066
$43K ﹤0.01%
985
-536
2067
$43K ﹤0.01%
10,000
2068
$43K ﹤0.01%
6,000
-5,335
2069
$43K ﹤0.01%
+645
2070
$43K ﹤0.01%
213
+30
2071
$43K ﹤0.01%
987
-38
2072
$42K ﹤0.01%
219
-14
2073
$42K ﹤0.01%
2,953
2074
$42K ﹤0.01%
3,050
2075
$42K ﹤0.01%
8,808
+4,220
81 82
83
84 85