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
501
$698K 0.03%
14,252
+4,144
502
$697K 0.03%
16,059
-10,767
503
$696K 0.03%
10,486
-74
504
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13,343
-3,797
505
$694K 0.03%
4,245
-970
506
$693K 0.03%
46,104
-11,109
507
$691K 0.03%
11,302
-17
508
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18,273
+7,634
509
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4,446
-4,016
510
$686K 0.03%
51,137
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511
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45,590
-48,100
512
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6,469
-897
513
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18,614
-1,769
514
$679K 0.03%
5,337
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515
$678K 0.03%
5,443
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516
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27,010
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11,904
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518
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519
$668K 0.03%
23,759
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520
$667K 0.03%
3,700
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521
$658K 0.03%
10,187
-16
522
$657K 0.03%
4,210
+8
523
$655K 0.03%
10,686
+255
524
$655K 0.03%
27,083
+5,666
525
$654K 0.03%
30,275
-51,421
19 20
21
22 23