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
676
$429K 0.02%
8,804
-5,614
677
$427K 0.02%
5,234
-46,607
678
$426K 0.02%
15,860
+364
679
$425K 0.02%
4,594
-1,473
680
$424K 0.02%
19,143
+2,812
681
$424K 0.02%
3,317
-1,559
682
$423K 0.02%
1,260
-2,143
683
$423K 0.02%
17,137
-826
684
$423K 0.02%
30,976
+7,908
685
$422K 0.02%
33,100
+17,400
686
$421K 0.02%
8,245
+193
687
$421K 0.02%
1,238
+1,237
688
$421K 0.02%
+5,885
689
$420K 0.02%
17,375
-17,185
690
$416K 0.02%
8,827
+969
691
$413K 0.02%
15,826
+1,504
692
$411K 0.02%
14,494
-23,187
693
$411K 0.02%
23,817
-1,899
694
$410K 0.02%
16,782
+894
695
$409K 0.02%
24,502
-20,257
696
$408K 0.02%
12,096
-1,624
697
$407K 0.02%
8,046
-13,083
698
$406K 0.02%
3,002
699
$403K 0.02%
25,662
-15,939
700
$402K 0.02%
23,263
-120,465
26 27
28
29 30