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
1201
$135K 0.01%
4,052
+89
1202
$134K 0.01%
2,440
-198
1203
$134K 0.01%
1,026
-894
1204
$134K 0.01%
4,353
+2,001
1205
$134K 0.01%
10,283
-5,598
1206
$134K 0.01%
1,471
+4
1207
$133K 0.01%
3,846
-15,941
1208
$133K 0.01%
6,640
-37
1209
$133K 0.01%
2,357
-1,140
1210
$133K 0.01%
3,460
-942
1211
$133K 0.01%
2,817
-11,409
1212
$132K 0.01%
3,270
-924
1213
$132K 0.01%
3,194
-2,219
1214
$132K 0.01%
11,135
-13,100
1215
$132K 0.01%
757
-449
1216
$132K 0.01%
10,616
-8,392
1217
$131K 0.01%
10,820
-14,977
1218
$131K 0.01%
3,636
-64
1219
$131K 0.01%
3,088
+1,422
1220
$131K 0.01%
3,973
-6,896
1221
$131K 0.01%
1,088
-312
1222
$130K 0.01%
10,398
-1,888
1223
$130K 0.01%
3,686
+164
1224
$130K 0.01%
2,994
-2,535
1225
$130K 0.01%
769
-1,730
47 48
49
50 51