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
476
$750K 0.03%
6,040
-7,195
477
$748K 0.03%
12,640
-3,149
478
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9,266
-541
479
$738K 0.03%
7,687
-8,132
480
$733K 0.03%
12,111
-2,117
481
$732K 0.03%
12,407
-3,253
482
$732K 0.03%
4,273
+3,518
483
$729K 0.03%
30,354
-16,803
484
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11,005
-2,413
485
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9,721
-5,647
486
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48,780
-21,001
487
$723K 0.03%
9,608
-4,073
488
$722K 0.03%
20,515
-3,498
489
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34,093
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490
$718K 0.03%
26,191
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15,840
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492
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16,346
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493
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8,908
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494
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23,164
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495
$709K 0.03%
10,577
+5,602
496
$705K 0.03%
25,682
-11,058
497
$703K 0.03%
4,284
+21
498
$703K 0.03%
9,371
-8,947
499
$703K 0.03%
19,688
+3,898
500
$701K 0.03%
17,233
+107
18 19
20
21 22