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
526
$653K 0.03%
14,870
+207
527
$653K 0.03%
15,600
-3,473
528
$644K 0.03%
5,495
-7,823
529
$644K 0.03%
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$642K 0.03%
17,525
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531
$640K 0.03%
15,720
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532
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9,966
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533
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11,377
-6,577
534
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12,589
-1,979
535
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30,174
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536
$629K 0.03%
14,575
-6,370
537
$626K 0.03%
8,982
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538
$625K 0.03%
9,886
-39
539
$622K 0.03%
8,820
-494
540
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34,873
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541
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16,345
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13,943
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9,314
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544
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26,346
-2,071
545
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5,664
-1,489
546
$607K 0.03%
24,710
+1,308
547
$606K 0.03%
11,982
-7,277
548
$605K 0.03%
21,066
+32
549
$605K 0.03%
24,059
+480
550
$602K 0.03%
9,653
-25,389
20 21
22
23 24