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
2451
$24K ﹤0.01%
580
-126
2452
$24K ﹤0.01%
497
+2
2453
$24K ﹤0.01%
245
+224
2454
$24K ﹤0.01%
353
2455
$24K ﹤0.01%
2,400
-1,000
2456
$24K ﹤0.01%
215
-12
2457
$24K ﹤0.01%
500
+100
2458
$24K ﹤0.01%
1,650
2459
$24K ﹤0.01%
425
+240
2460
$24K ﹤0.01%
3,670
2461
$24K ﹤0.01%
2,297
+722
2462
$24K ﹤0.01%
1,263
+34
2463
$24K ﹤0.01%
2,222
-386
2464
$24K ﹤0.01%
403
-69
2465
$24K ﹤0.01%
1,092
2466
$24K ﹤0.01%
1,593
+1,000
2467
$24K ﹤0.01%
450
+182
2468
$24K ﹤0.01%
600
2469
$24K ﹤0.01%
38
-47
2470
$24K ﹤0.01%
2,240
+240
2471
$24K ﹤0.01%
1,195
2472
$23K ﹤0.01%
3,737
+1,442
2473
$23K ﹤0.01%
195
2474
$23K ﹤0.01%
323
2475
$23K ﹤0.01%
450
97 98
99
100 101