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
776
$341K 0.02%
7,444
-531
777
$341K 0.02%
1,987
-292
778
$340K 0.02%
12,743
+6,898
779
$336K 0.02%
11,027
-1,062
780
$334K 0.02%
6,938
-13,712
781
$333K 0.02%
5,558
+613
782
$333K 0.02%
2,238
+1,020
783
$333K 0.02%
3,363
-313
784
$333K 0.02%
4,021
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785
$327K 0.01%
13,174
-192
786
$326K 0.01%
141
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787
$326K 0.01%
5,496
+1,581
788
$325K 0.01%
15,432
-2,273
789
$323K 0.01%
16,413
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790
$323K 0.01%
14,811
-5,519
791
$322K 0.01%
7,334
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792
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3,000
793
$322K 0.01%
8,462
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794
$320K 0.01%
9,236
-6,717
795
$320K 0.01%
7,528
-199
796
$319K 0.01%
7,969
-4,998
797
$317K 0.01%
12,367
-5,045
798
$317K 0.01%
13,839
+1,201
799
$317K 0.01%
3,062
+2,817
800
$316K 0.01%
9,156
-584
30 31
32
33 34