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
826
$294K 0.01%
33,978
+7,970
827
$294K 0.01%
8,614
-212
828
$294K 0.01%
7,200
+6,780
829
$294K 0.01%
9,564
+4,014
830
$293K 0.01%
3,011
+147
831
$293K 0.01%
11,708
+2,674
832
$293K 0.01%
21,000
-5,508
833
$291K 0.01%
5,023
-8,977
834
$290K 0.01%
8,020
-3,623
835
$290K 0.01%
4,177
-2,510
836
$289K 0.01%
1,682
-50
837
$289K 0.01%
21,904
-5,978
838
$289K 0.01%
1,715
+190
839
$289K 0.01%
20,335
-2,008
840
$289K 0.01%
14,215
+205
841
$288K 0.01%
7,875
-45
842
$287K 0.01%
16,515
-855
843
$284K 0.01%
2,355
-7,778
844
$282K 0.01%
2,806
-2,053
845
$282K 0.01%
5,378
-129
846
$282K 0.01%
7,232
-4,105
847
$280K 0.01%
4,500
+731
848
$280K 0.01%
2,872
+215
849
$279K 0.01%
5,449
+237
850
$279K 0.01%
40,246
-4,017
32 33
34
35 36