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
1001
$197K 0.01%
9,915
+8,668
1002
$197K 0.01%
1,344
+63
1003
$196K 0.01%
5,137
+2,601
1004
$195K 0.01%
1,323
+48
1005
$193K 0.01%
5,872
+1,708
1006
$193K 0.01%
8,950
-1,220
1007
$192K 0.01%
5,537
-15,667
1008
$192K 0.01%
6,531
+742
1009
$191K 0.01%
2,074
+58
1010
$191K 0.01%
6,265
-554
1011
$191K 0.01%
8,120
+4,090
1012
$190K 0.01%
480
-520
1013
$190K 0.01%
9,772
+614
1014
$190K 0.01%
2,679
-30
1015
$190K 0.01%
12,617
+9,617
1016
$190K 0.01%
4,108
+72
1017
$189K 0.01%
5,741
-143
1018
$188K 0.01%
13,985
-2,393
1019
$188K 0.01%
680
+14
1020
$188K 0.01%
7,338
-693
1021
$188K 0.01%
11,745
-780
1022
$187K 0.01%
8,005
-18,830
1023
$187K 0.01%
12,146
-9,438
1024
$186K 0.01%
12,222
-1,319
1025
$186K 0.01%
5,124
-109
39 40
41
42 43