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
2351
$28K ﹤0.01%
7,873
+2,558
2352
$28K ﹤0.01%
654
2353
$28K ﹤0.01%
685
-130
2354
$28K ﹤0.01%
917
2355
$28K ﹤0.01%
465
2356
$28K ﹤0.01%
2,196
+258
2357
$28K ﹤0.01%
1,586
+19
2358
$28K ﹤0.01%
861
-94
2359
$28K ﹤0.01%
456
+2
2360
$28K ﹤0.01%
3,040
2361
$28K ﹤0.01%
994
-392
2362
$28K ﹤0.01%
175
-8
2363
$28K ﹤0.01%
106
-22
2364
$28K ﹤0.01%
500
-500
2365
$28K ﹤0.01%
987
-46
2366
$28K ﹤0.01%
+275
2367
$28K ﹤0.01%
1,000
2368
$28K ﹤0.01%
2,000
2369
$28K ﹤0.01%
168
-300
2370
$28K ﹤0.01%
+2,907
2371
$28K ﹤0.01%
2,109
-10
2372
$28K ﹤0.01%
27,242
-3,275
2373
$28K ﹤0.01%
725
-2,100
2374
$28K ﹤0.01%
650
2375
$27K ﹤0.01%
385
+145
93 94
95
96 97