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
1726
$58K ﹤0.01%
1,285
+635
1727
$58K ﹤0.01%
1,460
-1,197
1728
$58K ﹤0.01%
2,590
+1,590
1729
$58K ﹤0.01%
284
+65
1730
$58K ﹤0.01%
463
-13
1731
$58K ﹤0.01%
15,000
-1,715
1732
$57K ﹤0.01%
1,607
-17
1733
$57K ﹤0.01%
9,900
+1,507
1734
$57K ﹤0.01%
2,083
1735
$57K ﹤0.01%
6,419
1736
$56K ﹤0.01%
6,352
1737
$56K ﹤0.01%
3,928
-4,076
1738
$56K ﹤0.01%
14,034
+400
1739
$56K ﹤0.01%
1,651
-318
1740
$56K ﹤0.01%
937
-10,400
1741
$56K ﹤0.01%
4,568
-167
1742
$56K ﹤0.01%
2,800
1743
$56K ﹤0.01%
478
-247
1744
$56K ﹤0.01%
942
-1,000
1745
$55K ﹤0.01%
609
-5
1746
$55K ﹤0.01%
860
-468
1747
$55K ﹤0.01%
5,911
-21,671
1748
$55K ﹤0.01%
9,610
-2,997
1749
$55K ﹤0.01%
1,545
-747
1750
$55K ﹤0.01%
1,507
68 69
70
71 72