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
1076
$165K 0.01%
1,914
-2,309
1077
$165K 0.01%
8,759
+419
1078
$165K 0.01%
5,923
-349
1079
$165K 0.01%
2,921
+848
1080
$165K 0.01%
954
-1,319
1081
$164K 0.01%
1,302
+389
1082
$164K 0.01%
8,111
-3,020
1083
$164K 0.01%
7,828
-1,334
1084
$164K 0.01%
3,419
-425
1085
$163K 0.01%
3,260
+40
1086
$163K 0.01%
2,451
-90
1087
$163K 0.01%
14,312
+586
1088
$163K 0.01%
1,388
-621
1089
$163K 0.01%
5,805
+375
1090
$162K 0.01%
1,905
+43
1091
$162K 0.01%
6,852
+525
1092
$162K 0.01%
1,903
-727
1093
$162K 0.01%
2,572
-258
1094
$162K 0.01%
3,125
-9
1095
$161K 0.01%
1,054
-94
1096
$160K 0.01%
2,687
-9,391
1097
$160K 0.01%
14,300
+10,735
1098
$160K 0.01%
4,700
-400
1099
$160K 0.01%
4,431
-1,239
1100
$160K 0.01%
5,373
-2,064
42 43
44
45 46