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
1101
$159K 0.01%
19,378
-11,988
1102
$159K 0.01%
3,484
-211
1103
$158K 0.01%
6,835
+525
1104
$158K 0.01%
4,186
-1,249
1105
$158K 0.01%
12,674
+900
1106
$157K 0.01%
1,728
-1,583
1107
$157K 0.01%
10,874
-3,432
1108
$156K 0.01%
2,581
-429
1109
$156K 0.01%
10,467
-4,902
1110
$156K 0.01%
3,200
1111
$155K 0.01%
2,628
-5,986
1112
$155K 0.01%
787
-4,020
1113
$154K 0.01%
3,072
-8,905
1114
$154K 0.01%
6,668
+1,181
1115
$154K 0.01%
1,700
-1,504
1116
$154K 0.01%
7,210
-2,558
1117
$154K 0.01%
1,356
-210
1118
$153K 0.01%
1,193
-1,166
1119
$153K 0.01%
6,042
1120
$153K 0.01%
6,035
1121
$153K 0.01%
3,953
-1,583
1122
$153K 0.01%
12,118
-12,937
1123
$152K 0.01%
4,578
-114
1124
$152K 0.01%
4,045
-1,785
1125
$152K 0.01%
8,869
-18,262
43 44
45
46 47