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
2276
$32K ﹤0.01%
1,953
-637
2277
$32K ﹤0.01%
2,711
2278
$32K ﹤0.01%
545
+18
2279
$32K ﹤0.01%
+1,114
2280
$32K ﹤0.01%
2,184
2281
$32K ﹤0.01%
910
2282
$32K ﹤0.01%
2,385
2283
$31K ﹤0.01%
470
-10
2284
$31K ﹤0.01%
1,056
+262
2285
$31K ﹤0.01%
474
-63
2286
$31K ﹤0.01%
2,180
2287
$31K ﹤0.01%
1,664
-441
2288
$31K ﹤0.01%
624
2289
$31K ﹤0.01%
408
+108
2290
$31K ﹤0.01%
586
+138
2291
$31K ﹤0.01%
487
+387
2292
$31K ﹤0.01%
403
-48
2293
$31K ﹤0.01%
595
-100
2294
$31K ﹤0.01%
753
-41
2295
$31K ﹤0.01%
742
+64
2296
$31K ﹤0.01%
2,247
2297
$31K ﹤0.01%
1,204
+2
2298
$31K ﹤0.01%
28
+14
2299
$31K ﹤0.01%
511
-71
2300
$31K ﹤0.01%
+1,167
90 91
92
93 94