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
2876
$9K ﹤0.01%
264
2877
$9K ﹤0.01%
347
2878
$9K ﹤0.01%
320
-644
2879
$9K ﹤0.01%
109
-191
2880
$9K ﹤0.01%
123
+17
2881
$9K ﹤0.01%
130
-223
2882
$9K ﹤0.01%
321
+159
2883
$9K ﹤0.01%
+276
2884
$9K ﹤0.01%
119
+8
2885
$9K ﹤0.01%
+232
2886
$9K ﹤0.01%
675
2887
$9K ﹤0.01%
40
+15
2888
$9K ﹤0.01%
97
+40
2889
$9K ﹤0.01%
+2
2890
$8K ﹤0.01%
204
-42
2891
$8K ﹤0.01%
250
2892
$8K ﹤0.01%
442
-369
2893
$8K ﹤0.01%
802
-69
2894
$8K ﹤0.01%
156
-611
2895
$8K ﹤0.01%
125
-26
2896
$8K ﹤0.01%
458
2897
$8K ﹤0.01%
6,000
2898
$8K ﹤0.01%
2,974
-2,115
2899
$8K ﹤0.01%
29
2900
$8K ﹤0.01%
132
-43
114 115
116
117 118