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
1151
$145K 0.01%
2,926
+52
1152
$145K 0.01%
4,081
-1,075
1153
$145K 0.01%
681
-121
1154
$145K 0.01%
2,054
-45
1155
$144K 0.01%
2,340
1156
$143K 0.01%
3,656
-2,540
1157
$143K 0.01%
35,500
-480
1158
$143K 0.01%
1,051
-4,921
1159
$143K 0.01%
2,901
-2,570
1160
$143K 0.01%
3,306
+30
1161
$143K 0.01%
3,497
-1,746
1162
$142K 0.01%
6,075
-6,261
1163
$142K 0.01%
7,683
-3,080
1164
$142K 0.01%
2,571
+801
1165
$142K 0.01%
2,144
-263
1166
$141K 0.01%
1,178
-436
1167
$141K 0.01%
12,916
1168
$141K 0.01%
4,358
-5,783
1169
$141K 0.01%
3,350
-195
1170
$140K 0.01%
1,220
-2,498
1171
$140K 0.01%
1,458
-202
1172
$140K 0.01%
2,483
-36,655
1173
$140K 0.01%
10,315
+7,115
1174
$140K 0.01%
5,670
+1,007
1175
$140K 0.01%
26,350
+11,025
45 46
47
48 49