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
2201
$35K ﹤0.01%
1,842
+199
2202
$35K ﹤0.01%
371
-43
2203
$35K ﹤0.01%
1,190
-125
2204
$35K ﹤0.01%
400
2205
$35K ﹤0.01%
500
2206
$35K ﹤0.01%
1,048
+36
2207
$35K ﹤0.01%
1,591
+1,239
2208
$35K ﹤0.01%
4,069
-1,715
2209
$35K ﹤0.01%
612
-7
2210
$35K ﹤0.01%
1,500
-1,100
2211
$35K ﹤0.01%
1,463
+64
2212
$35K ﹤0.01%
2,581
2213
$35K ﹤0.01%
1,027
2214
$34K ﹤0.01%
750
2215
$34K ﹤0.01%
1,430
2216
$34K ﹤0.01%
1,569
2217
$34K ﹤0.01%
705
+339
2218
$34K ﹤0.01%
1,420
+1,000
2219
$34K ﹤0.01%
832
+27
2220
$34K ﹤0.01%
490
2221
$34K ﹤0.01%
2,864
-350
2222
$34K ﹤0.01%
3,445
2223
$34K ﹤0.01%
747
-313
2224
$34K ﹤0.01%
711
+468
2225
$34K ﹤0.01%
696
+2
87 88
89
90 91