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
2101
$41K ﹤0.01%
720
2102
$41K ﹤0.01%
1,453
-239
2103
$41K ﹤0.01%
30,101
2104
$41K ﹤0.01%
1,823
-47
2105
$40K ﹤0.01%
3,565
-15,500
2106
$40K ﹤0.01%
1,967
+1,303
2107
$40K ﹤0.01%
1,686
+1,300
2108
$40K ﹤0.01%
374
-554
2109
$40K ﹤0.01%
553
-257
2110
$40K ﹤0.01%
1,629
-4,575
2111
$40K ﹤0.01%
773
2112
$40K ﹤0.01%
1,947
-64
2113
$40K ﹤0.01%
3,408
+1,460
2114
$40K ﹤0.01%
6,548
2115
$40K ﹤0.01%
3,300
-300
2116
$40K ﹤0.01%
464
+69
2117
$40K ﹤0.01%
1,558
-429
2118
$40K ﹤0.01%
112
2119
$40K ﹤0.01%
6,450
+3,450
2120
$40K ﹤0.01%
3,000
2121
$40K ﹤0.01%
5,000
+1,000
2122
$40K ﹤0.01%
2,913
2123
$39K ﹤0.01%
2,378
-2,140
2124
$39K ﹤0.01%
342
-2
2125
$39K ﹤0.01%
963
+3
83 84
85
86 87