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
976
$207K 0.01%
2,973
-158,126
977
$206K 0.01%
4,507
-1,400
978
$206K 0.01%
3,046
-1,549
979
$205K 0.01%
6,630
-1,425
980
$205K 0.01%
5,317
-2,511
981
$204K 0.01%
2,197
-1,463
982
$204K 0.01%
8,784
-998
983
$204K 0.01%
8,040
+168
984
$204K 0.01%
10,788
-2,959
985
$203K 0.01%
5,175
-1,870
986
$202K 0.01%
509
+4
987
$201K 0.01%
4,468
-763
988
$201K 0.01%
5,097
-667
989
$200K 0.01%
2,450
+22
990
$200K 0.01%
2,042
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$200K 0.01%
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992
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7,690
-500
993
$199K 0.01%
6,480
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994
$199K 0.01%
2,842
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995
$199K 0.01%
10,804
-323
996
$198K 0.01%
10,758
-4,275
997
$198K 0.01%
150
+30
998
$197K 0.01%
12,686
-4,056
999
$197K 0.01%
4,668
+284
1000
$197K 0.01%
2,571
+950
38 39
40
41 42