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
551
$601K 0.03%
11,870
-456
552
$600K 0.03%
17,264
+3,376
553
$597K 0.03%
16,837
+519
554
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6,767
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555
$590K 0.03%
28,085
-6,480
556
$586K 0.03%
30,891
-17,507
557
$585K 0.03%
7,402
-2,285
558
$582K 0.03%
16,344
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559
$581K 0.03%
22,629
-24,561
560
$581K 0.03%
+16,307
561
$580K 0.03%
14,817
+95
562
$580K 0.03%
16,569
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563
$579K 0.03%
6,367
-243
564
$576K 0.03%
21,446
+1,044
565
$575K 0.03%
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$575K 0.03%
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567
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4,181
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17,988
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569
$574K 0.03%
8,885
-58,139
570
$570K 0.03%
14,736
+317
571
$570K 0.03%
2,964
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572
$567K 0.03%
8,511
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573
$566K 0.03%
6,866
-774
574
$565K 0.03%
21,180
-8,795
575
$562K 0.03%
2,645
-1,047
21 22
23
24 25