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
726
$380K 0.02%
3,190
-156
727
$379K 0.02%
31,806
-4,301
728
$379K 0.02%
18,186
+3,454
729
$378K 0.02%
18,500
-630
730
$377K 0.02%
2,224
-316
731
$376K 0.02%
1,852
-34
732
$376K 0.02%
10,657
+7,722
733
$376K 0.02%
7,179
-1,579
734
$376K 0.02%
5,779
-638
735
$376K 0.02%
6,691
-45
736
$375K 0.02%
42,786
+496
737
$374K 0.02%
7,240
-1,814
738
$374K 0.02%
7,280
-426
739
$374K 0.02%
6,984
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740
$374K 0.02%
5,360
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741
$373K 0.02%
16,264
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742
$372K 0.02%
4,830
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743
$371K 0.02%
1,576
-1,978
744
$370K 0.02%
21,789
-113
745
$370K 0.02%
11,136
+616
746
$370K 0.02%
6,789
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747
$368K 0.02%
5,258
-2,489
748
$366K 0.02%
9,729
-109,603
749
$366K 0.02%
8,342
-1,379
750
$364K 0.02%
23,420
-1,580
28 29
30
31 32