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
901
$244K 0.01%
3,129
+5
902
$243K 0.01%
46,415
-31,169
903
$243K 0.01%
5,888
-654
904
$243K 0.01%
3,780
+272
905
$242K 0.01%
6,767
+2,027
906
$241K 0.01%
4,786
+94
907
$240K 0.01%
14,250
908
$239K 0.01%
13,131
-2,546
909
$238K 0.01%
7,194
-4,688
910
$238K 0.01%
3,212
-562
911
$238K 0.01%
15,989
-2,541
912
$238K 0.01%
5,710
+922
913
$237K 0.01%
4,485
-5,624
914
$236K 0.01%
12,007
+498
915
$235K 0.01%
4,179
-1,263
916
$235K 0.01%
16,333
-33,011
917
$233K 0.01%
21,507
-1,753
918
$233K 0.01%
2,081
-161
919
$232K 0.01%
4,558
+176
920
$232K 0.01%
5,112
-1,241
921
$231K 0.01%
8,895
-594
922
$231K 0.01%
7,560
-29,187
923
$231K 0.01%
5,255
+135
924
$231K 0.01%
22,998
+106
925
$230K 0.01%
+10,000
35 36
37
38 39