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
1301
$114K 0.01%
1,842
-24
1302
$114K 0.01%
4,453
-4,069
1303
$114K 0.01%
1,209
+29
1304
$114K 0.01%
4,464
-5,652
1305
$114K 0.01%
5,593
-45,011
1306
$114K 0.01%
2,212
+1,552
1307
$114K 0.01%
2,050
+880
1308
$113K 0.01%
2,326
-1,245
1309
$113K 0.01%
3,315
-1,022
1310
$113K 0.01%
4,020
+324
1311
$113K 0.01%
757
-163
1312
$113K 0.01%
5,588
+204
1313
$113K 0.01%
3,209
+960
1314
$112K 0.01%
6,609
-1,848
1315
$112K 0.01%
1,513
+112
1316
$112K 0.01%
2,724
+483
1317
$112K 0.01%
1,528
-280
1318
$112K 0.01%
13,496
-6,050
1319
$111K 0.01%
6,758
-6,191
1320
$111K 0.01%
819
+5
1321
$111K 0.01%
988
-29
1322
$111K 0.01%
2,126
-670
1323
$111K 0.01%
1,818
+548
1324
$111K 0.01%
3,720
-4,381
1325
$111K 0.01%
3,542
+3,254
51 52
53
54 55