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
451
$835K 0.04%
6,699
-166
452
$831K 0.04%
43,711
-7,359
453
$824K 0.04%
8,297
-1,648
454
$822K 0.04%
5,629
+3,230
455
$821K 0.04%
26,539
-15,199
456
$819K 0.04%
17,080
+2,359
457
$817K 0.04%
4,661
-594
458
$811K 0.04%
21,083
+1,766
459
$804K 0.04%
6,533
460
$803K 0.04%
1,542
+1,529
461
$802K 0.04%
15,279
-6,180
462
$799K 0.04%
26,595
-58,093
463
$799K 0.04%
5,847
-1,347
464
$793K 0.04%
32,482
+4,550
465
$791K 0.04%
16,185
-12,878
466
$777K 0.04%
7,413
+29
467
$774K 0.04%
20,509
+13,909
468
$774K 0.04%
25,678
+2,392
469
$768K 0.03%
6,682
-10,871
470
$766K 0.03%
16,619
+7,030
471
$763K 0.03%
31,151
+4,682
472
$756K 0.03%
7,871
-13,074
473
$755K 0.03%
5,169
-1,045
474
$754K 0.03%
18,495
+27
475
$751K 0.03%
44,395
-915
17 18
19
20 21