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
876
$263K 0.01%
9,714
-6,190
877
$262K 0.01%
3,133
-1,009
878
$261K 0.01%
14,154
-830
879
$260K 0.01%
6,168
-2,222
880
$259K 0.01%
2,633
-252
881
$259K 0.01%
20,073
-2,337
882
$258K 0.01%
1,445
-129
883
$258K 0.01%
3,659
+573
884
$258K 0.01%
18,001
-6,591
885
$257K 0.01%
4,314
-167
886
$257K 0.01%
32,074
+3,543
887
$256K 0.01%
4,776
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888
$254K 0.01%
4,938
-696
889
$253K 0.01%
2,758
-77
890
$252K 0.01%
6,359
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891
$252K 0.01%
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892
$250K 0.01%
5,773
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893
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5,223
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8,939
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895
$249K 0.01%
4,392
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896
$249K 0.01%
18,134
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897
$249K 0.01%
11,243
-6,552
898
$246K 0.01%
3,411
+516
899
$246K 0.01%
4,885
+685
900
$246K 0.01%
7,850
-75
34 35
36
37 38