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
1476
$85K ﹤0.01%
2,359
+109
1477
$85K ﹤0.01%
83
+7
1478
$85K ﹤0.01%
8,370
-34,970
1479
$85K ﹤0.01%
3,223
-154
1480
$85K ﹤0.01%
4,910
-696
1481
$85K ﹤0.01%
3,814
+740
1482
$84K ﹤0.01%
6,678
-11
1483
$84K ﹤0.01%
24
+4
1484
$84K ﹤0.01%
2,354
-1,418
1485
$84K ﹤0.01%
2,475
-1,025
1486
$84K ﹤0.01%
2,825
+705
1487
$84K ﹤0.01%
3,324
+3,200
1488
$83K ﹤0.01%
6,244
-21,433
1489
$83K ﹤0.01%
1,291
-202
1490
$83K ﹤0.01%
3,698
-3,232
1491
$83K ﹤0.01%
1,252
+850
1492
$83K ﹤0.01%
2,086
-925
1493
$83K ﹤0.01%
19
1494
$83K ﹤0.01%
3,321
-68
1495
$83K ﹤0.01%
3,220
1496
$83K ﹤0.01%
2,188
+1,452
1497
$83K ﹤0.01%
1,500
+389
1498
$83K ﹤0.01%
1,863
+203
1499
$82K ﹤0.01%
2,870
-2,472
1500
$82K ﹤0.01%
871
-209
58 59
60
61 62