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
651
$460K 0.02%
6,824
-3,947
652
$459K 0.02%
10,231
-1,909
653
$458K 0.02%
6,107
-3,048
654
$455K 0.02%
4,788
-2,326
655
$453K 0.02%
17,407
-5,642
656
$452K 0.02%
3,557
-743
657
$451K 0.02%
74,477
-40,169
658
$451K 0.02%
4,207
-801
659
$450K 0.02%
3,951
-4,618
660
$448K 0.02%
11,932
+1,639
661
$448K 0.02%
16,808
+14,360
662
$448K 0.02%
9,313
+1,718
663
$447K 0.02%
15,688
+2,726
664
$446K 0.02%
16,038
+840
665
$445K 0.02%
3,916
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666
$443K 0.02%
17,310
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667
$442K 0.02%
2,784
-935
668
$441K 0.02%
18,440
+5,358
669
$440K 0.02%
28,622
+7,252
670
$438K 0.02%
6,742
-99
671
$438K 0.02%
6,000
672
$437K 0.02%
8,562
+4,199
673
$437K 0.02%
14,335
-3,643
674
$436K 0.02%
3,556
-316
675
$433K 0.02%
23,763
-645
25 26
27
28 29