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
1126
$150K 0.01%
8,317
-685
1127
$150K 0.01%
11,700
-4,200
1128
$150K 0.01%
56,784
-450
1129
$149K 0.01%
3,090
+686
1130
$149K 0.01%
3,104
-64
1131
$149K 0.01%
2,680
-2,818
1132
$149K 0.01%
4,114
-5,705
1133
$149K 0.01%
10,670
-20,451
1134
$149K 0.01%
2,214
-471
1135
$149K 0.01%
3,772
-573
1136
$149K 0.01%
5,843
1137
$148K 0.01%
2,626
-254
1138
$148K 0.01%
2,007
-367
1139
$148K 0.01%
3,766
+110
1140
$147K 0.01%
2,860
-19,948
1141
$147K 0.01%
1,551
-779
1142
$147K 0.01%
9,573
1143
$147K 0.01%
4,390
-1,881
1144
$147K 0.01%
2,297
-10,950
1145
$146K 0.01%
7,147
1146
$146K 0.01%
4,907
-17,763
1147
$146K 0.01%
3,349
-3,886
1148
$146K 0.01%
6,650
-7,650
1149
$146K 0.01%
14,050
-117
1150
$145K 0.01%
2,783
-1,298
44 45
46
47 48