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
2476
$17K ﹤0.01%
1,002
-2,767
2477
$17K ﹤0.01%
332
-26
2478
$17K ﹤0.01%
218
-196
2479
$17K ﹤0.01%
2,212
-1,186
2480
$17K ﹤0.01%
107
2481
$17K ﹤0.01%
831
-4,449
2482
$17K ﹤0.01%
450
2483
$17K ﹤0.01%
5,200
-800
2484
$17K ﹤0.01%
1,000
2485
$17K ﹤0.01%
260
-502
2486
$17K ﹤0.01%
554
-121
2487
$17K ﹤0.01%
4,101
2488
$17K ﹤0.01%
1,361
+20
2489
$17K ﹤0.01%
7,315
-17,815
2490
$17K ﹤0.01%
606
-100
2491
$17K ﹤0.01%
131
+2
2492
$17K ﹤0.01%
560
-1,128
2493
$17K ﹤0.01%
1,331
-1,250
2494
$17K ﹤0.01%
302
+124
2495
$17K ﹤0.01%
292
2496
$17K ﹤0.01%
2,716
-2,172
2497
$17K ﹤0.01%
1,646
-6
2498
$17K ﹤0.01%
+584
2499
$17K ﹤0.01%
501
+34
2500
$17K ﹤0.01%
400
-300
98 99
100
101 102