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
701
$401K 0.02%
2,368
+109
702
$397K 0.02%
10,234
+6,574
703
$397K 0.02%
6,239
-636
704
$396K 0.02%
14,130
+7,004
705
$396K 0.02%
10,014
-282
706
$396K 0.02%
1,194
-126
707
$395K 0.02%
28,074
-14,050
708
$394K 0.02%
2,488
-325
709
$394K 0.02%
9,921
-4,017
710
$394K 0.02%
12,432
-1,099
711
$393K 0.02%
9,817
-6,542
712
$393K 0.02%
7,290
-1,783
713
$391K 0.02%
8,283
-3,160
714
$389K 0.02%
11,719
+7,747
715
$388K 0.02%
2,233
-804
716
$386K 0.02%
14,427
+1,783
717
$386K 0.02%
12,181
+6,477
718
$385K 0.02%
13,981
-50
719
$385K 0.02%
3,665
-1,721
720
$384K 0.02%
9,484
-3,890
721
$384K 0.02%
5,774
-1,385
722
$383K 0.02%
24,811
-102,013
723
$382K 0.02%
2,929
+119
724
$380K 0.02%
6,011
-1,115
725
$380K 0.02%
1,903
-1,405
27 28
29
30 31