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
576
$560K 0.03%
17,500
-9,935
577
$559K 0.03%
41,199
+4,072
578
$558K 0.03%
17,502
-3,264
579
$557K 0.03%
12,197
-2,610
580
$556K 0.03%
5,727
-411
581
$556K 0.03%
8,803
-13,331
582
$555K 0.03%
11,182
+10,486
583
$553K 0.03%
6,041
-21,097
584
$552K 0.03%
2,640
-5,382
585
$552K 0.03%
4,408
-603
586
$549K 0.02%
10,990
-3,196
587
$548K 0.02%
4,678
-4,487
588
$542K 0.02%
3,712
+261
589
$542K 0.02%
25,896
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590
$541K 0.02%
14,860
+1,525
591
$540K 0.02%
2,802
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592
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21,339
+1,551
593
$539K 0.02%
310
-10
594
$539K 0.02%
10,467
-12,162
595
$538K 0.02%
5,080
+445
596
$536K 0.02%
4,806
-222
597
$536K 0.02%
14,280
-7,392
598
$535K 0.02%
2,702
-323
599
$531K 0.02%
8,123
-1,236
600
$530K 0.02%
6,951
+562
22 23
24
25 26