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
1251
$124K 0.01%
6,197
-932
1252
$124K 0.01%
394
+5
1253
$124K 0.01%
4,770
1254
$124K 0.01%
2,551
-22,368
1255
$124K 0.01%
2,942
-737
1256
$124K 0.01%
3,375
+1,831
1257
$123K 0.01%
2,320
-849
1258
$123K 0.01%
6,670
+1,400
1259
$123K 0.01%
2,394
-236
1260
$123K 0.01%
20,300
-900
1261
$123K 0.01%
7,597
-17,769
1262
$123K 0.01%
8,511
-6,849
1263
$122K 0.01%
2,560
-367
1264
$122K 0.01%
8,600
-2,175
1265
$122K 0.01%
7,056
-3,743
1266
$122K 0.01%
1,196
-30
1267
$122K 0.01%
6,396
-1,712
1268
$121K 0.01%
1,209
+146
1269
$121K 0.01%
563
+22
1270
$121K 0.01%
6,781
-3,744
1271
$120K 0.01%
1,936
-86
1272
$120K 0.01%
2,415
+46
1273
$120K 0.01%
1,864
-1,726
1274
$120K 0.01%
2,223
+238
1275
$120K 0.01%
1,680
-2,648
49 50
51
52 53