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
851
$278K 0.01%
+5,771
852
$277K 0.01%
5,980
-3,048
853
$277K 0.01%
2,774
-1,429
854
$276K 0.01%
11,203
-7,258
855
$276K 0.01%
6,421
-737
856
$275K 0.01%
6,938
-1,259
857
$275K 0.01%
5,639
-907
858
$274K 0.01%
1,549
+185
859
$273K 0.01%
1,100
-4,576
860
$272K 0.01%
8,423
-8,479
861
$271K 0.01%
5,870
-585
862
$271K 0.01%
5,769
+67
863
$271K 0.01%
13,375
+1,739
864
$270K 0.01%
9,498
-4,439
865
$269K 0.01%
4,547
-16
866
$269K 0.01%
3,313
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867
$268K 0.01%
4,233
-2,946
868
$268K 0.01%
11,505
-3,902
869
$267K 0.01%
1,139
-283
870
$267K 0.01%
4,371
-179
871
$267K 0.01%
6,572
-20,080
872
$266K 0.01%
12,647
-5,832
873
$266K 0.01%
12,685
+6,335
874
$264K 0.01%
17,904
-2,560
875
$264K 0.01%
12,460
-5,409
33 34
35
36 37