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
601
$530K 0.02%
20,650
-3,260
602
$529K 0.02%
13,915
-3,809
603
$529K 0.02%
57,610
+54,165
604
$529K 0.02%
7,408
+250
605
$527K 0.02%
8,173
-449
606
$523K 0.02%
5,645
-1,087
607
$522K 0.02%
28,960
-7,096
608
$520K 0.02%
27,450
-70
609
$517K 0.02%
4,940
-6,047
610
$516K 0.02%
14,115
-44,910
611
$516K 0.02%
8,666
-738
612
$513K 0.02%
12,144
-61
613
$511K 0.02%
5,093
-241
614
$511K 0.02%
5,803
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615
$510K 0.02%
11,595
-32,327
616
$510K 0.02%
5,364
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617
$509K 0.02%
5,568
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618
$509K 0.02%
3,486
-6,375
619
$507K 0.02%
7,800
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620
$505K 0.02%
5,882
-4,592
621
$505K 0.02%
16,644
-7,434
622
$504K 0.02%
7,407
+6,423
623
$501K 0.02%
9,110
-200
624
$501K 0.02%
56,680
-4,008
625
$500K 0.02%
9,037
-1,791
23 24
25
26 27