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
1576
$72K ﹤0.01%
635
-30
1577
$72K ﹤0.01%
3,666
-772
1578
$72K ﹤0.01%
40,684
+1,040
1579
$72K ﹤0.01%
2,838
1580
$72K ﹤0.01%
631
-150
1581
$72K ﹤0.01%
5,720
-1,119
1582
$72K ﹤0.01%
2,459
-950
1583
$72K ﹤0.01%
1,133
-204
1584
$71K ﹤0.01%
935
-280
1585
$71K ﹤0.01%
1,934
+60
1586
$71K ﹤0.01%
3,425
+1,033
1587
$71K ﹤0.01%
777
-200
1588
$71K ﹤0.01%
1,637
-690
1589
$71K ﹤0.01%
7,054
+2,314
1590
$71K ﹤0.01%
1,258
-226
1591
$71K ﹤0.01%
2,835
+9
1592
$71K ﹤0.01%
1,488
-10
1593
$71K ﹤0.01%
1,167
-1,016
1594
$71K ﹤0.01%
2,343
-150
1595
$71K ﹤0.01%
+1,750
1596
$71K ﹤0.01%
1,181
+367
1597
$71K ﹤0.01%
3,912
-24,179
1598
$70K ﹤0.01%
1,031
+29
1599
$70K ﹤0.01%
1,264
+558
1600
$70K ﹤0.01%
2,975
-2,200
62 63
64
65 66