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
951
$216K 0.01%
2,746
-300
952
$216K 0.01%
3,432
+781
953
$216K 0.01%
7,105
+1,280
954
$216K 0.01%
6,912
+2,638
955
$216K 0.01%
1,955
-5
956
$215K 0.01%
4,295
-2,225
957
$215K 0.01%
2,515
+527
958
$215K 0.01%
3,230
-518
959
$215K 0.01%
5,320
+1,148
960
$214K 0.01%
14,041
-7,661
961
$213K 0.01%
2,640
+384
962
$213K 0.01%
4,328
-1
963
$213K 0.01%
1,898
-174
964
$213K 0.01%
+2,673
965
$212K 0.01%
5,857
+2,147
966
$212K 0.01%
6,807
-110
967
$211K 0.01%
3,450
-694
968
$211K 0.01%
3,987
+160
969
$211K 0.01%
14,422
-6,183
970
$211K 0.01%
15,727
-27,449
971
$209K 0.01%
3,122
-66
972
$209K 0.01%
1,748
-465
973
$209K 0.01%
5,514
+92
974
$208K 0.01%
21,265
-1,083
975
$207K 0.01%
7,348
+6,354
37 38
39
40 41