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
751
$364K 0.02%
2,310
+263
752
$362K 0.02%
10,439
+452
753
$361K 0.02%
6,845
-3,015
754
$361K 0.02%
6,387
+1,530
755
$360K 0.02%
10,361
-590
756
$359K 0.02%
13,566
+70
757
$356K 0.02%
14,202
-413
758
$356K 0.02%
11,925
+523
759
$356K 0.02%
9,825
-9,401
760
$354K 0.02%
4,711
+3,963
761
$353K 0.02%
11,199
+4,238
762
$353K 0.02%
26,522
+2,906
763
$351K 0.02%
3,938
-977
764
$350K 0.02%
37,058
+2,741
765
$350K 0.02%
3,687
-1,946
766
$349K 0.02%
8,221
+278
767
$348K 0.02%
5,890
-956
768
$348K 0.02%
8,562
-1,127
769
$347K 0.02%
9,337
+8,370
770
$347K 0.02%
5,488
-308
771
$346K 0.02%
22,781
+1,699
772
$346K 0.02%
15,018
+6,305
773
$344K 0.02%
6,101
-2,029
774
$342K 0.02%
36,461
-17,853
775
$342K 0.02%
3,568
-71
29 30
31
32 33