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
1451
$89K ﹤0.01%
1,039
+39
1452
$89K ﹤0.01%
2,213
-1,530
1453
$89K ﹤0.01%
2,980
-909
1454
$88K ﹤0.01%
1,100
-272
1455
$88K ﹤0.01%
1,910
-316
1456
$88K ﹤0.01%
5,368
-53
1457
$88K ﹤0.01%
6,413
-3,677
1458
$87K ﹤0.01%
1,578
+640
1459
$87K ﹤0.01%
405
+10
1460
$87K ﹤0.01%
691
-588
1461
$87K ﹤0.01%
1,641
-324
1462
$87K ﹤0.01%
7,148
+1,336
1463
$87K ﹤0.01%
3,192
-375
1464
$86K ﹤0.01%
758
+10
1465
$86K ﹤0.01%
5,990
-38,024
1466
$86K ﹤0.01%
2,326
+66
1467
$86K ﹤0.01%
7,732
-3,783
1468
$86K ﹤0.01%
+1,221
1469
$86K ﹤0.01%
+9,000
1470
$86K ﹤0.01%
+2,121
1471
$85K ﹤0.01%
1,625
-74
1472
$85K ﹤0.01%
4,036
-1,339
1473
$85K ﹤0.01%
3,554
+110
1474
$85K ﹤0.01%
3,770
+1,007
1475
$85K ﹤0.01%
4,465
-160
57 58
59
60 61