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
1626
$67K ﹤0.01%
1,610
-260
1627
$67K ﹤0.01%
2,156
+158
1628
$67K ﹤0.01%
2,320
+1,975
1629
$67K ﹤0.01%
1,052
-175
1630
$66K ﹤0.01%
3,408
-500
1631
$66K ﹤0.01%
2,485
-672
1632
$66K ﹤0.01%
1,755
-3
1633
$66K ﹤0.01%
11,400
-12,500
1634
$66K ﹤0.01%
2,872
-2,843
1635
$66K ﹤0.01%
1,344
+256
1636
$66K ﹤0.01%
+2,975
1637
$66K ﹤0.01%
798
-567
1638
$66K ﹤0.01%
1,813
-18,325
1639
$66K ﹤0.01%
1,311
1640
$66K ﹤0.01%
693
-283
1641
$66K ﹤0.01%
711
+69
1642
$66K ﹤0.01%
1,709
-156
1643
$66K ﹤0.01%
6,200
+4,262
1644
$66K ﹤0.01%
6,666
+778
1645
$66K ﹤0.01%
482
-2,601
1646
$65K ﹤0.01%
811
-338
1647
$65K ﹤0.01%
2,197
+275
1648
$65K ﹤0.01%
4,721
+6
1649
$65K ﹤0.01%
50
-25
1650
$65K ﹤0.01%
23,612
-2,209
64 65
66
67 68