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
2426
$25K ﹤0.01%
1,134
+10
2427
$25K ﹤0.01%
500
-1,862
2428
$25K ﹤0.01%
773
-500
2429
$25K ﹤0.01%
530
2430
$25K ﹤0.01%
1,100
2431
$25K ﹤0.01%
200
2432
$25K ﹤0.01%
1,209
-60
2433
$25K ﹤0.01%
+3,000
2434
$25K ﹤0.01%
1,600
+600
2435
$25K ﹤0.01%
1,965
+279
2436
$25K ﹤0.01%
950
2437
$25K ﹤0.01%
1,047
-800
2438
$25K ﹤0.01%
589
+38
2439
$25K ﹤0.01%
455
-200
2440
$25K ﹤0.01%
442
-231
2441
$25K ﹤0.01%
730
+1
2442
$24K ﹤0.01%
346
-16
2443
$24K ﹤0.01%
2,624
-1,200
2444
$24K ﹤0.01%
192
-360
2445
$24K ﹤0.01%
1,010
2446
$24K ﹤0.01%
641
-1,039
2447
$24K ﹤0.01%
740
2448
$24K ﹤0.01%
1,255
2449
$24K ﹤0.01%
937
2450
$24K ﹤0.01%
36
+26
96 97
98
99 100