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
1226
$130K 0.01%
3,999
1227
$129K 0.01%
3,359
+106
1228
$129K 0.01%
1,165
-474
1229
$129K 0.01%
1,202
-27
1230
$129K 0.01%
1,101
-464
1231
$129K 0.01%
5,355
1232
$129K 0.01%
1,584
-204
1233
$129K 0.01%
7,186
-860
1234
$128K 0.01%
5,535
-1,182
1235
$128K 0.01%
9,037
-1,083
1236
$128K 0.01%
12,660
-4,500
1237
$128K 0.01%
2,808
+87
1238
$128K 0.01%
7,312
-17,824
1239
$128K 0.01%
3,648
-8,911
1240
$128K 0.01%
2,274
+85
1241
$128K 0.01%
7,607
-972
1242
$127K 0.01%
4,939
-445
1243
$127K 0.01%
4,263
-4,403
1244
$127K 0.01%
5,717
-1,100
1245
$126K 0.01%
2,662
-1,202
1246
$125K 0.01%
3,229
-1,574
1247
$125K 0.01%
5,676
-3,300
1248
$125K 0.01%
1,438
-162
1249
$125K 0.01%
3,951
-1,540
1250
$124K 0.01%
4,325
+483
48 49
50
51 52