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
1601
$70K ﹤0.01%
396
+57
1602
$70K ﹤0.01%
7,201
+106
1603
$69K ﹤0.01%
751
-119
1604
$69K ﹤0.01%
97
-197
1605
$69K ﹤0.01%
2,616
+3
1606
$69K ﹤0.01%
7,503
+1,134
1607
$69K ﹤0.01%
4,531
-800
1608
$69K ﹤0.01%
1,861
-1,951
1609
$69K ﹤0.01%
2,176
-317
1610
$69K ﹤0.01%
699
1611
$69K ﹤0.01%
1,032
-11,536
1612
$69K ﹤0.01%
3,351
-640
1613
$68K ﹤0.01%
3,263
-5,410
1614
$68K ﹤0.01%
6,495
-3,445
1615
$68K ﹤0.01%
1,194
-338
1616
$68K ﹤0.01%
2,408
1617
$68K ﹤0.01%
500
-324
1618
$68K ﹤0.01%
2,125
-1,000
1619
$68K ﹤0.01%
1,795
+1,778
1620
$68K ﹤0.01%
1,338
-18
1621
$67K ﹤0.01%
738
-610
1622
$67K ﹤0.01%
2,100
+680
1623
$67K ﹤0.01%
1,810
-35
1624
$67K ﹤0.01%
79
-1
1625
$67K ﹤0.01%
3,285
+2,443
63 64
65
66 67