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
2151
$38K ﹤0.01%
696
-39
2152
$38K ﹤0.01%
358
2153
$38K ﹤0.01%
697
+257
2154
$38K ﹤0.01%
970
+50
2155
$37K ﹤0.01%
750
2156
$37K ﹤0.01%
+51
2157
$37K ﹤0.01%
3,288
-540
2158
$37K ﹤0.01%
764
+74
2159
$37K ﹤0.01%
1,154
+14
2160
$37K ﹤0.01%
563
-16
2161
$37K ﹤0.01%
1,150
2162
$37K ﹤0.01%
2,518
+286
2163
$37K ﹤0.01%
712
+112
2164
$37K ﹤0.01%
1,520
2165
$37K ﹤0.01%
1,300
-75
2166
$37K ﹤0.01%
2,083
-50
2167
$37K ﹤0.01%
706
2168
$37K ﹤0.01%
600
-800
2169
$37K ﹤0.01%
1,130
-50
2170
$37K ﹤0.01%
430
+280
2171
$37K ﹤0.01%
1,594
-99
2172
$37K ﹤0.01%
357
-163
2173
$37K ﹤0.01%
477
-446
2174
$37K ﹤0.01%
900
2175
$37K ﹤0.01%
891
+815
85 86
87
88 89