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
1551
$74K ﹤0.01%
2,017
-5,000
1552
$74K ﹤0.01%
1,121
-156
1553
$74K ﹤0.01%
2,194
+1,146
1554
$74K ﹤0.01%
2,890
1555
$74K ﹤0.01%
3,820
-24,989
1556
$74K ﹤0.01%
1,154
1557
$74K ﹤0.01%
3,200
1558
$74K ﹤0.01%
7,546
-7,936
1559
$74K ﹤0.01%
1,395
-1,580
1560
$73K ﹤0.01%
11,265
-7,055
1561
$73K ﹤0.01%
2,907
-2,372
1562
$73K ﹤0.01%
1,716
-8,616
1563
$73K ﹤0.01%
5,650
-15,726
1564
$73K ﹤0.01%
2,813
+1,756
1565
$73K ﹤0.01%
1,485
-2,540
1566
$73K ﹤0.01%
+871
1567
$73K ﹤0.01%
1,426
+714
1568
$73K ﹤0.01%
576
-29
1569
$72K ﹤0.01%
915
-470
1570
$72K ﹤0.01%
1,376
+612
1571
$72K ﹤0.01%
2,815
+110
1572
$72K ﹤0.01%
1,856
1573
$72K ﹤0.01%
2,186
+1,825
1574
$72K ﹤0.01%
2,156
-288
1575
$72K ﹤0.01%
462
-156
61 62
63
64 65