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
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.1M
3
+$3.75M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.5M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.17M

Top Sells

1
+$16.4M
2
+$16.1M
3
+$13.6M
4
AAPL icon
Apple
AAPL
+$12M
5
BP icon
BP
BP
+$11.3M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$971K 0.04%
21,890
-11,424
402
$969K 0.04%
27,564
+3,214
403
$968K 0.04%
67,673
-61,872
404
$963K 0.04%
24,647
+1,163
405
$962K 0.04%
23,277
+1,186
406
$946K 0.04%
28,846
+998
407
$945K 0.04%
15,563
-25,279
408
$942K 0.04%
17,934
-9,559
409
$942K 0.04%
39,221
-20,825
410
$939K 0.04%
12,762
-23,301
411
$936K 0.04%
64,315
-16,190
412
$932K 0.04%
12,352
-16,879
413
$930K 0.04%
51,790
+43,250
414
$925K 0.04%
15,791
+2,896
415
$919K 0.04%
15,859
-8,720
416
$918K 0.04%
18,968
+1,152
417
$917K 0.04%
21,091
-4,470
418
$915K 0.04%
33,024
+776
419
$912K 0.04%
23,407
-8,386
420
$911K 0.04%
42,808
-7,756
421
$900K 0.04%
13,185
-6,215
422
$899K 0.04%
49,743
-44,248
423
$899K 0.04%
19,602
+8,904
424
$898K 0.04%
14,070
-4,859
425
$897K 0.04%
36,068
+3,617
15 16
17
18 19