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
2551
$15K ﹤0.01%
1,000
2552
$15K ﹤0.01%
172
-10
2553
$15K ﹤0.01%
2,236
-1,646
2554
$15K ﹤0.01%
800
-1,090
2555
$15K ﹤0.01%
1,031
-562
2556
$15K ﹤0.01%
1,120
+130
2557
$15K ﹤0.01%
+580
2558
$15K ﹤0.01%
117
2559
$15K ﹤0.01%
1,000
2560
$15K ﹤0.01%
418
2561
$15K ﹤0.01%
689
2562
$15K ﹤0.01%
+1,000
2563
$15K ﹤0.01%
175
2564
$15K ﹤0.01%
500
-75
2565
$15K ﹤0.01%
150
-25
2566
$15K ﹤0.01%
52
2567
$15K ﹤0.01%
665
2568
$15K ﹤0.01%
250
2569
$15K ﹤0.01%
4,050
-400
2570
$15K ﹤0.01%
313
-384
2571
$15K ﹤0.01%
+969
2572
$15K ﹤0.01%
354
-371
2573
$15K ﹤0.01%
399
2574
$15K ﹤0.01%
939
-297
2575
$15K ﹤0.01%
657
101 102
103
104 105