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
1501
$82K ﹤0.01%
2,741
-1,311
1502
$82K ﹤0.01%
1,231
-150
1503
$82K ﹤0.01%
3,287
+500
1504
$82K ﹤0.01%
6,986
-5,067
1505
$82K ﹤0.01%
1,801
1506
$81K ﹤0.01%
2,458
-163
1507
$81K ﹤0.01%
1,693
+112
1508
$81K ﹤0.01%
1,451
-281
1509
$81K ﹤0.01%
1,438
-1,174
1510
$81K ﹤0.01%
1,115
-1,728
1511
$81K ﹤0.01%
2,195
-475
1512
$80K ﹤0.01%
1,800
1513
$80K ﹤0.01%
2,725
-1,269
1514
$80K ﹤0.01%
913
-1
1515
$80K ﹤0.01%
2,065
+1,957
1516
$79K ﹤0.01%
617
-878
1517
$79K ﹤0.01%
849
1518
$79K ﹤0.01%
10,206
-36,667
1519
$79K ﹤0.01%
914
-2,925
1520
$79K ﹤0.01%
3,140
+850
1521
$79K ﹤0.01%
3,074
-3,155
1522
$78K ﹤0.01%
5,750
-723
1523
$78K ﹤0.01%
1,863
+26
1524
$78K ﹤0.01%
1,445
-4,446
1525
$78K ﹤0.01%
450
-971
59 60
61
62 63