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
1176
$139K 0.01%
4,497
-122
1177
$139K 0.01%
4,012
-214
1178
$139K 0.01%
559
+432
1179
$139K 0.01%
5,590
-805
1180
$139K 0.01%
692
+74
1181
$139K 0.01%
994
-74
1182
$138K 0.01%
1,916
-515
1183
$138K 0.01%
+2,690
1184
$138K 0.01%
121
-1
1185
$138K 0.01%
3,326
-1,198
1186
$138K 0.01%
889
-1,400
1187
$137K 0.01%
16,162
-588
1188
$137K 0.01%
7,400
1189
$137K 0.01%
2,233
-3,382
1190
$137K 0.01%
998
-284
1191
$137K 0.01%
2,800
+1,880
1192
$136K 0.01%
3,600
-400
1193
$136K 0.01%
577
-21
1194
$136K 0.01%
3,836
+971
1195
$136K 0.01%
12,174
-31,524
1196
$136K 0.01%
2,282
+1,256
1197
$136K 0.01%
3,740
-540
1198
$136K 0.01%
6,575
-3,984
1199
$135K 0.01%
1,290
-221
1200
$135K 0.01%
2,856
+155
46 47
48
49 50