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
2526
$16K ﹤0.01%
396
2527
$16K ﹤0.01%
36
+10
2528
$16K ﹤0.01%
2,584
2529
$16K ﹤0.01%
17
-11
2530
$16K ﹤0.01%
215
+55
2531
$16K ﹤0.01%
1,213
+23
2532
$16K ﹤0.01%
1,185
-8,800
2533
$16K ﹤0.01%
606
+41
2534
$16K ﹤0.01%
406
2535
$16K ﹤0.01%
600
2536
$16K ﹤0.01%
787
-853
2537
$16K ﹤0.01%
439
2538
$16K ﹤0.01%
2,000
2539
$16K ﹤0.01%
732
2540
$16K ﹤0.01%
138
-236
2541
$16K ﹤0.01%
406
-80
2542
$16K ﹤0.01%
1,105
-2,652
2543
$16K ﹤0.01%
452
+7
2544
$16K ﹤0.01%
671
+2
2545
$15K ﹤0.01%
133
2546
$15K ﹤0.01%
636
-1,100
2547
$15K ﹤0.01%
797
-229
2548
$15K ﹤0.01%
131
-64
2549
$15K ﹤0.01%
208
-5
2550
$15K ﹤0.01%
1,000
100 101
102
103 104