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
2251
$33K ﹤0.01%
650
2252
$33K ﹤0.01%
1,314
+743
2253
$33K ﹤0.01%
2,228
2254
$33K ﹤0.01%
2,165
2255
$33K ﹤0.01%
9,700
2256
$33K ﹤0.01%
2,472
2257
$33K ﹤0.01%
1,500
+500
2258
$33K ﹤0.01%
2,210
+2,000
2259
$33K ﹤0.01%
2,166
2260
$33K ﹤0.01%
454
2261
$33K ﹤0.01%
1,640
2262
$33K ﹤0.01%
1,482
-108
2263
$32K ﹤0.01%
2,000
2264
$32K ﹤0.01%
1,235
+2
2265
$32K ﹤0.01%
767
-130
2266
$32K ﹤0.01%
434
2267
$32K ﹤0.01%
1,738
+38
2268
$32K ﹤0.01%
1,100
2269
$32K ﹤0.01%
372
-18
2270
$32K ﹤0.01%
180
-11
2271
$32K ﹤0.01%
747
-42
2272
$32K ﹤0.01%
680
-365
2273
$32K ﹤0.01%
1,307
2274
$32K ﹤0.01%
787
2275
$32K ﹤0.01%
275
-112
89 90
91
92 93