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
1376
$101K ﹤0.01%
2,391
-185
1377
$101K ﹤0.01%
8,452
-833
1378
$101K ﹤0.01%
1,595
-2,458
1379
$101K ﹤0.01%
113
+1
1380
$101K ﹤0.01%
2,338
+449
1381
$101K ﹤0.01%
11,180
1382
$100K ﹤0.01%
3,203
+2
1383
$100K ﹤0.01%
3,795
1384
$100K ﹤0.01%
10,000
-10,000
1385
$99K ﹤0.01%
904
-600
1386
$99K ﹤0.01%
3,150
-800
1387
$99K ﹤0.01%
4,893
-1,137
1388
$99K ﹤0.01%
1,669
-44
1389
$99K ﹤0.01%
810
-142
1390
$98K ﹤0.01%
1,666
-430
1391
$98K ﹤0.01%
1,517
-448
1392
$98K ﹤0.01%
915
+39
1393
$98K ﹤0.01%
2,593
-37
1394
$98K ﹤0.01%
1,230
-175
1395
$98K ﹤0.01%
1,346
+367
1396
$98K ﹤0.01%
583
-334
1397
$97K ﹤0.01%
7,218
-10,063
1398
$97K ﹤0.01%
1,855
-18
1399
$97K ﹤0.01%
9,317
-17,522
1400
$97K ﹤0.01%
2,011
-782
54 55
56
57 58