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
1651
$64K ﹤0.01%
2,317
-11
1652
$64K ﹤0.01%
2,050
-250
1653
$64K ﹤0.01%
994
-274
1654
$64K ﹤0.01%
966
-49
1655
$64K ﹤0.01%
870
-192
1656
$64K ﹤0.01%
+1,455
1657
$64K ﹤0.01%
2,540
1658
$64K ﹤0.01%
1,852
-319
1659
$64K ﹤0.01%
5,821
-7,596
1660
$64K ﹤0.01%
1,212
-600
1661
$64K ﹤0.01%
3,138
+941
1662
$64K ﹤0.01%
4,850
-402
1663
$64K ﹤0.01%
3,380
1664
$64K ﹤0.01%
3,850
1665
$64K ﹤0.01%
2,875
-479
1666
$64K ﹤0.01%
6,317
1667
$63K ﹤0.01%
2,256
-3,658
1668
$63K ﹤0.01%
+2,389
1669
$63K ﹤0.01%
2,035
-13,609
1670
$63K ﹤0.01%
4,596
-67,289
1671
$63K ﹤0.01%
1,350
-626
1672
$63K ﹤0.01%
950
1673
$63K ﹤0.01%
337
+169
1674
$63K ﹤0.01%
1,336
-1,791
1675
$62K ﹤0.01%
1,067
-4,643
65 66
67
68 69