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
1426
$92K ﹤0.01%
696
-414
1427
$92K ﹤0.01%
615
+94
1428
$92K ﹤0.01%
1,728
-284
1429
$92K ﹤0.01%
2,950
1430
$92K ﹤0.01%
3,750
-237
1431
$92K ﹤0.01%
1,654
-1,649
1432
$92K ﹤0.01%
+2,900
1433
$91K ﹤0.01%
8,909
-829
1434
$91K ﹤0.01%
554
-92
1435
$91K ﹤0.01%
2,779
1436
$91K ﹤0.01%
5,525
-31,572
1437
$91K ﹤0.01%
8,254
-24,890
1438
$90K ﹤0.01%
1,270
1439
$90K ﹤0.01%
5,417
+537
1440
$90K ﹤0.01%
3,416
-4,798
1441
$90K ﹤0.01%
1,998
+1,041
1442
$90K ﹤0.01%
9,000
-4,400
1443
$90K ﹤0.01%
7,358
+1,610
1444
$90K ﹤0.01%
1,182
-613
1445
$90K ﹤0.01%
1,527
-9
1446
$89K ﹤0.01%
1,469
+42
1447
$89K ﹤0.01%
1,562
+15
1448
$89K ﹤0.01%
6,902
-836
1449
$89K ﹤0.01%
2,787
1450
$89K ﹤0.01%
3,716
-1,716
56 57
58
59 60