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
1276
$119K 0.01%
1,199
-1,494
1277
$119K 0.01%
2,348
-4,970
1278
$119K 0.01%
3,843
+1,100
1279
$119K 0.01%
1,136
-433
1280
$119K 0.01%
9,090
-2,316
1281
$119K 0.01%
2,189
1282
$118K 0.01%
8,046
-4,652
1283
$118K 0.01%
2,283
-51
1284
$118K 0.01%
3,620
+1,175
1285
$117K 0.01%
2,709
-120
1286
$117K 0.01%
1,129
-613
1287
$117K 0.01%
3,048
-235
1288
$117K 0.01%
2,787
+1,481
1289
$117K 0.01%
1,029
-105
1290
$117K 0.01%
4,200
+756
1291
$117K 0.01%
813
+107
1292
$117K 0.01%
2,275
+1,060
1293
$116K 0.01%
2,762
1294
$116K 0.01%
481
-1,055
1295
$116K 0.01%
1,915
-476
1296
$116K 0.01%
1,904
+2
1297
$115K 0.01%
11,274
-15,180
1298
$115K 0.01%
2,781
-7,182
1299
$115K 0.01%
5,337
+3,110
1300
$114K 0.01%
3,509
+897
50 51
52
53 54