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
2076
$42K ﹤0.01%
862
2077
$42K ﹤0.01%
2,666
2078
$42K ﹤0.01%
1,852
+1
2079
$42K ﹤0.01%
3,293
2080
$42K ﹤0.01%
2,055
2081
$42K ﹤0.01%
1,539
-194
2082
$42K ﹤0.01%
639
+327
2083
$42K ﹤0.01%
2,652
+177
2084
$42K ﹤0.01%
1,608
-280
2085
$42K ﹤0.01%
835
+785
2086
$42K ﹤0.01%
967
-214
2087
$42K ﹤0.01%
436
+4
2088
$41K ﹤0.01%
1,736
+592
2089
$41K ﹤0.01%
731
-69
2090
$41K ﹤0.01%
1,568
2091
$41K ﹤0.01%
7,278
2092
$41K ﹤0.01%
615
+15
2093
$41K ﹤0.01%
858
+49
2094
$41K ﹤0.01%
872
-972
2095
$41K ﹤0.01%
976
-323
2096
$41K ﹤0.01%
623
-75
2097
$41K ﹤0.01%
3,894
-179
2098
$41K ﹤0.01%
506
+123
2099
$41K ﹤0.01%
260
2100
$41K ﹤0.01%
2,274
-1,338
82 83
84
85 86