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
1701
$61K ﹤0.01%
436
-40
1702
$60K ﹤0.01%
889
-1,003
1703
$60K ﹤0.01%
343
-707
1704
$60K ﹤0.01%
1,688
-318
1705
$60K ﹤0.01%
3,625
1706
$60K ﹤0.01%
1,233
-71
1707
$60K ﹤0.01%
1,092
-12,255
1708
$60K ﹤0.01%
3,835
-1,943
1709
$60K ﹤0.01%
2,350
-425
1710
$59K ﹤0.01%
735
-25
1711
$59K ﹤0.01%
1,125
+211
1712
$59K ﹤0.01%
9,600
+4,000
1713
$59K ﹤0.01%
2,855
+176
1714
$59K ﹤0.01%
1,284
-757
1715
$59K ﹤0.01%
1,012
-1,470
1716
$59K ﹤0.01%
1,576
+37
1717
$59K ﹤0.01%
1,803
-9,753
1718
$59K ﹤0.01%
515
-135
1719
$59K ﹤0.01%
766
+37
1720
$58K ﹤0.01%
2,307
1721
$58K ﹤0.01%
553
-881
1722
$58K ﹤0.01%
2,285
-5,696
1723
$58K ﹤0.01%
756
+266
1724
$58K ﹤0.01%
340
-549
1725
$58K ﹤0.01%
2,051
+768
67 68
69
70 71