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
1026
$186K 0.01%
4,580
-1,170
1027
$184K 0.01%
6,201
+210
1028
$183K 0.01%
27,161
+8,990
1029
$183K 0.01%
6,907
+2,122
1030
$182K 0.01%
8,414
-817
1031
$182K 0.01%
3,519
+24
1032
$181K 0.01%
3,896
+954
1033
$181K 0.01%
7,833
+2,621
1034
$181K 0.01%
3,900
+762
1035
$181K 0.01%
7,539
-1,280
1036
$180K 0.01%
16,079
-6,378
1037
$180K 0.01%
2,214
-1,137
1038
$180K 0.01%
3,283
-8,271
1039
$179K 0.01%
2,228
+167
1040
$178K 0.01%
4,087
-5,377
1041
$178K 0.01%
2,295
-500
1042
$177K 0.01%
9,379
-1,959
1043
$177K 0.01%
6,983
1044
$177K 0.01%
3,378
+34
1045
$176K 0.01%
24,397
-13,626
1046
$176K 0.01%
16,316
-5,648
1047
$175K 0.01%
14,012
-1,579
1048
$174K 0.01%
4,494
-1,590
1049
$174K 0.01%
26,800
-4,151
1050
$174K 0.01%
12,708
-141
40 41
42
43 44