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
1051
$173K 0.01%
2,730
-60
1052
$173K 0.01%
4,059
-14,197
1053
$173K 0.01%
7,152
-1,728
1054
$172K 0.01%
6,526
-50
1055
$172K 0.01%
5,845
-224
1056
$172K 0.01%
1,413
-630
1057
$172K 0.01%
1,656
-40
1058
$172K 0.01%
5,673
-933
1059
$171K 0.01%
3,408
-1,759
1060
$171K 0.01%
3,402
-160
1061
$171K 0.01%
5,624
-17
1062
$170K 0.01%
3,797
+189
1063
$170K 0.01%
2,642
-1,392
1064
$170K 0.01%
10,037
-13,177
1065
$169K 0.01%
694
-12
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$169K 0.01%
18,805
+5,565
1067
$169K 0.01%
2,270
-406
1068
$168K 0.01%
6,800
1069
$168K 0.01%
2,044
-299
1070
$168K 0.01%
91
1071
$167K 0.01%
+8,275
1072
$167K 0.01%
4,536
-1,683
1073
$167K 0.01%
12,064
-11,629
1074
$166K 0.01%
2,427
-659
1075
$166K 0.01%
6,284
+19
41 42
43
44 45