IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$55.2M 2.19%
1,433,536
-18,500
2
$55M 2.18%
+424,702
3
$40.1M 1.59%
275,389
+1,469
4
$38.6M 1.53%
1,078,645
-86,715
5
$32.9M 1.3%
130,785
-4,263
6
$31.5M 1.25%
346,064
-13,302
7
$29.8M 1.18%
117,754
-19,836
8
$29.1M 1.16%
983,596
+10,220
9
$29M 1.15%
354,421
+46,375
10
$26.4M 1.05%
321,591
-3,067
11
$23.5M 0.93%
180,440
+2,226
12
$20.6M 0.82%
321,692
+81,908
13
$19.5M 0.78%
178,357
+27,473
14
$19.4M 0.77%
359,679
+74,331
15
$19M 0.76%
256,641
+8,002
16
$18.9M 0.75%
382,769
-6,576
17
$18.5M 0.74%
197,759
-1,757
18
$17.5M 0.69%
234,713
-3,445
19
$17.4M 0.69%
501,945
+47,348
20
$16.6M 0.66%
141,528
-81
21
$16.6M 0.66%
97,284
-6,623
22
$16.6M 0.66%
173,466
+646
23
$15.9M 0.63%
1,568,682
-50,874
24
$15M 0.6%
307,371
+72,653
25
$14.7M 0.58%
231,201
-2,827
1
2 3 4 5