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
926
$228K 0.01%
4,561
+1,982
927
$228K 0.01%
3,591
-558
928
$227K 0.01%
4,214
-1,142
929
$227K 0.01%
16,141
-8,889
930
$226K 0.01%
4,418
-670
931
$226K 0.01%
1,449
-133
932
$225K 0.01%
1,923
-4,139
933
$225K 0.01%
9,005
+975
934
$224K 0.01%
18,697
935
$224K 0.01%
6,033
-899
936
$224K 0.01%
5,986
+5,458
937
$224K 0.01%
1,707
-348
938
$223K 0.01%
11,333
-820
939
$222K 0.01%
14,259
-1,447
940
$222K 0.01%
6,138
-942
941
$222K 0.01%
8,937
-2,799
942
$221K 0.01%
2,804
+538
943
$220K 0.01%
10,204
-155
944
$220K 0.01%
4,285
-83
945
$219K 0.01%
9,762
-490
946
$219K 0.01%
4,390
947
$219K 0.01%
3,601
-652
948
$218K 0.01%
21,529
-1,320
949
$217K 0.01%
7,010
-630
950
$217K 0.01%
13,000
36 37
38
39 40