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
1526
$78K ﹤0.01%
1,263
-17
1527
$78K ﹤0.01%
15,129
-5,542
1528
$77K ﹤0.01%
+4,349
1529
$77K ﹤0.01%
+2,571
1530
$77K ﹤0.01%
668
-18
1531
$77K ﹤0.01%
281
1532
$77K ﹤0.01%
3,645
-2,562
1533
$77K ﹤0.01%
2,773
-1,196
1534
$77K ﹤0.01%
736
-321
1535
$77K ﹤0.01%
8,950
+8,350
1536
$76K ﹤0.01%
1,906
-804
1537
$76K ﹤0.01%
574
+33
1538
$76K ﹤0.01%
1,519
+252
1539
$76K ﹤0.01%
880
-5
1540
$76K ﹤0.01%
7,157
-12,167
1541
$76K ﹤0.01%
860
+800
1542
$76K ﹤0.01%
1,895
-30
1543
$76K ﹤0.01%
1,843
-2,225
1544
$76K ﹤0.01%
1,567
+104
1545
$75K ﹤0.01%
5,664
-5,295
1546
$75K ﹤0.01%
288
+23
1547
$75K ﹤0.01%
6,622
-17,083
1548
$75K ﹤0.01%
9,744
-8,992
1549
$75K ﹤0.01%
3,473
-8,725
1550
$75K ﹤0.01%
671
+69
60 61
62
63 64