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
426
$889K 0.04%
15,071
-1,178
427
$887K 0.04%
29,583
+394
428
$884K 0.04%
17,624
+262
429
$880K 0.04%
12,037
+4,681
430
$880K 0.04%
35,873
+413
431
$876K 0.04%
81,119
-27,603
432
$875K 0.04%
15,396
-2,712
433
$873K 0.04%
27,965
+27,836
434
$871K 0.04%
41,309
-5,492
435
$869K 0.04%
6,798
+2,914
436
$868K 0.04%
12,720
+4,095
437
$867K 0.04%
19,641
+19,046
438
$863K 0.04%
48,185
-23,720
439
$862K 0.04%
98,705
-7,845
440
$858K 0.04%
4,540
-405
441
$857K 0.04%
25,032
+3,253
442
$854K 0.04%
12,990
+43
443
$853K 0.04%
12,323
+8,676
444
$846K 0.04%
31,625
+31,460
445
$846K 0.04%
23,353
+1,500
446
$844K 0.04%
36,326
-4,498
447
$844K 0.04%
9,942
-2,139
448
$838K 0.04%
17,523
-561
449
$836K 0.04%
29,200
-5,000
450
$836K 0.04%
13,210
-843
16 17
18
19 20