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
801
$315K 0.01%
2,541
+785
802
$314K 0.01%
11,297
+11,000
803
$313K 0.01%
+6,518
804
$313K 0.01%
13,735
+1,689
805
$312K 0.01%
2,590
-840
806
$311K 0.01%
6,573
+1,389
807
$310K 0.01%
9,647
+94
808
$309K 0.01%
4,018
-15,984
809
$307K 0.01%
4,885
-1,601
810
$306K 0.01%
6,283
-651
811
$306K 0.01%
11,677
-5,500
812
$305K 0.01%
4,896
+1,736
813
$304K 0.01%
20,203
-1,499
814
$303K 0.01%
3,690
-673
815
$303K 0.01%
3,531
-765
816
$302K 0.01%
9,558
-16,416
817
$302K 0.01%
3,022
-238
818
$302K 0.01%
7,595
-16,792
819
$299K 0.01%
6,828
+330
820
$299K 0.01%
11,916
+8,483
821
$299K 0.01%
9,677
+2,201
822
$299K 0.01%
4,971
-5,724
823
$298K 0.01%
6,124
+786
824
$298K 0.01%
8,646
-1,775
825
$297K 0.01%
14,199
-7,829
31 32
33
34 35