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
1351
$105K ﹤0.01%
1,151
+1,145
1352
$105K ﹤0.01%
10,495
+150
1353
$105K ﹤0.01%
3,348
-192
1354
$105K ﹤0.01%
13,903
-1,972
1355
$105K ﹤0.01%
740
-21
1356
$105K ﹤0.01%
1,301
-2,444
1357
$105K ﹤0.01%
548
-117
1358
$104K ﹤0.01%
6,696
-481
1359
$104K ﹤0.01%
5,048
-6,255
1360
$104K ﹤0.01%
2,089
-65
1361
$104K ﹤0.01%
3,900
-5,210
1362
$103K ﹤0.01%
1,407
-1,691
1363
$103K ﹤0.01%
2,016
-173
1364
$103K ﹤0.01%
465
-9
1365
$103K ﹤0.01%
1,178
-305
1366
$103K ﹤0.01%
4,808
-783
1367
$103K ﹤0.01%
2,036
-3,189
1368
$103K ﹤0.01%
7,422
-3,375
1369
$102K ﹤0.01%
1,880
+164
1370
$102K ﹤0.01%
2,010
+500
1371
$102K ﹤0.01%
2,033
+54
1372
$102K ﹤0.01%
5,936
-3,538
1373
$102K ﹤0.01%
574
-279
1374
$101K ﹤0.01%
2,415
+87
1375
$101K ﹤0.01%
2,115
-252
53 54
55
56 57