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
2401
$26K ﹤0.01%
1,588
2402
$26K ﹤0.01%
1,510
-651
2403
$26K ﹤0.01%
175
-124
2404
$26K ﹤0.01%
2,122
-55
2405
$26K ﹤0.01%
368
-63
2406
$26K ﹤0.01%
314
2407
$26K ﹤0.01%
2,153
2408
$26K ﹤0.01%
853
-80
2409
$26K ﹤0.01%
+1,057
2410
$26K ﹤0.01%
2,910
-3,230
2411
$26K ﹤0.01%
23
-6
2412
$25K ﹤0.01%
114
-8
2413
$25K ﹤0.01%
680
-490
2414
$25K ﹤0.01%
595
2415
$25K ﹤0.01%
402
+246
2416
$25K ﹤0.01%
506
2417
$25K ﹤0.01%
3,920
2418
$25K ﹤0.01%
989
2419
$25K ﹤0.01%
1,124
2420
$25K ﹤0.01%
330
2421
$25K ﹤0.01%
274
+170
2422
$25K ﹤0.01%
600
+125
2423
$25K ﹤0.01%
595
2424
$25K ﹤0.01%
5,406
+206
2425
$25K ﹤0.01%
571
-9
95 96
97
98 99