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
2376
$27K ﹤0.01%
414
-20
2377
$27K ﹤0.01%
274
-694
2378
$27K ﹤0.01%
7,650
2379
$27K ﹤0.01%
9,220
2380
$27K ﹤0.01%
3,398
+525
2381
$27K ﹤0.01%
541
+1
2382
$27K ﹤0.01%
2,798
2383
$27K ﹤0.01%
613
-50
2384
$27K ﹤0.01%
684
+3
2385
$27K ﹤0.01%
2,057
+1,739
2386
$27K ﹤0.01%
3,125
2387
$27K ﹤0.01%
1,057
-6
2388
$27K ﹤0.01%
1,196
+11
2389
$27K ﹤0.01%
+794
2390
$27K ﹤0.01%
1,727
+385
2391
$27K ﹤0.01%
402
2392
$27K ﹤0.01%
967
-258
2393
$27K ﹤0.01%
950
+250
2394
$27K ﹤0.01%
127
-54
2395
$27K ﹤0.01%
50
+8
2396
$27K ﹤0.01%
488
-159
2397
$27K ﹤0.01%
180
-12
2398
$27K ﹤0.01%
+414
2399
$26K ﹤0.01%
882
+526
2400
$26K ﹤0.01%
316
+190
94 95
96
97 98