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
1401
$96K ﹤0.01%
2,004
-10,318
1402
$96K ﹤0.01%
3,662
+29
1403
$96K ﹤0.01%
2,036
-1,107
1404
$96K ﹤0.01%
2,100
-12,642
1405
$96K ﹤0.01%
591
-1
1406
$96K ﹤0.01%
2,411
-60
1407
$96K ﹤0.01%
5,748
+150
1408
$96K ﹤0.01%
6,332
-4,124
1409
$95K ﹤0.01%
4,079
-4,606
1410
$95K ﹤0.01%
2,415
1411
$95K ﹤0.01%
2,664
+2,626
1412
$95K ﹤0.01%
9,351
-74,892
1413
$95K ﹤0.01%
798
+154
1414
$94K ﹤0.01%
5,967
1415
$94K ﹤0.01%
1,115
+3
1416
$94K ﹤0.01%
251
-140
1417
$94K ﹤0.01%
5,796
-5,074
1418
$94K ﹤0.01%
12,783
-1,827
1419
$94K ﹤0.01%
2,420
-7,931
1420
$93K ﹤0.01%
2,241
+788
1421
$93K ﹤0.01%
1,398
-95
1422
$93K ﹤0.01%
1,641
-1,452
1423
$93K ﹤0.01%
5,200
-5,367
1424
$93K ﹤0.01%
3,473
-1,533
1425
$93K ﹤0.01%
5,355
-1,110
55 56
57
58 59