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
201
$2.77M 0.11%
20,566
+344
202
$2.77M 0.11%
14,631
-771
203
$2.75M 0.11%
10
-1
204
$2.74M 0.11%
25,616
-3,916
205
$2.72M 0.11%
96,820
-40,412
206
$2.71M 0.11%
52,322
-1,299
207
$2.7M 0.11%
49,970
+1,791
208
$2.69M 0.11%
41,221
-9,724
209
$2.67M 0.11%
14,305
+566
210
$2.65M 0.11%
36,232
+373
211
$2.61M 0.1%
50,081
-1,758
212
$2.59M 0.1%
166,251
+15,639
213
$2.59M 0.1%
32,382
-875
214
$2.59M 0.1%
41,157
-376
215
$2.53M 0.1%
36,063
-302
216
$2.53M 0.1%
41,069
+258
217
$2.53M 0.1%
48,288
-2,476
218
$2.52M 0.1%
84,688
-2,029
219
$2.52M 0.1%
32,789
+660
220
$2.5M 0.1%
31,360
+877
221
$2.48M 0.1%
136,480
-35,440
222
$2.47M 0.1%
79,142
+16,050
223
$2.47M 0.1%
47,668
-7,310
224
$2.46M 0.1%
147,594
+2,652
225
$2.45M 0.1%
34,523
+42
7 8
9
10 11