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
2501
$17K ﹤0.01%
150
-280
2502
$17K ﹤0.01%
1,397
-850
2503
$17K ﹤0.01%
1,000
2504
$17K ﹤0.01%
686
2505
$17K ﹤0.01%
894
-269
2506
$17K ﹤0.01%
1,683
+40
2507
$16K ﹤0.01%
409
-20
2508
$16K ﹤0.01%
1,722
+559
2509
$16K ﹤0.01%
875
-12,515
2510
$16K ﹤0.01%
812
-112
2511
$16K ﹤0.01%
787
-1,457
2512
$16K ﹤0.01%
474
2513
$16K ﹤0.01%
910
-345
2514
$16K ﹤0.01%
1,032
-2,004
2515
$16K ﹤0.01%
263
-243
2516
$16K ﹤0.01%
504
+118
2517
$16K ﹤0.01%
1,078
-20,959
2518
$16K ﹤0.01%
210
+110
2519
$16K ﹤0.01%
174
-100
2520
$16K ﹤0.01%
320
+120
2521
$16K ﹤0.01%
475
+100
2522
$16K ﹤0.01%
125
2523
$16K ﹤0.01%
380
-1,304
2524
$16K ﹤0.01%
332
2525
$16K ﹤0.01%
620
+2
99 100
101
102 103