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
1751
$55K ﹤0.01%
682
-5
1752
$55K ﹤0.01%
2,535
-401
1753
$55K ﹤0.01%
12,609
-6,451
1754
$55K ﹤0.01%
3,000
1755
$55K ﹤0.01%
2,150
-750
1756
$55K ﹤0.01%
1,124
-4,721
1757
$55K ﹤0.01%
2,229
-645
1758
$54K ﹤0.01%
3,897
-2,900
1759
$54K ﹤0.01%
1,066
+1,041
1760
$54K ﹤0.01%
1,189
1761
$54K ﹤0.01%
1,281
-7,280
1762
$54K ﹤0.01%
3,804
-1,585
1763
$54K ﹤0.01%
3,943
-3,257
1764
$54K ﹤0.01%
931
-4,594
1765
$53K ﹤0.01%
1,144
-1,913
1766
$53K ﹤0.01%
1,675
-9,114
1767
$53K ﹤0.01%
2,614
-452
1768
$53K ﹤0.01%
1,790
-43
1769
$53K ﹤0.01%
10,000
-1,011
1770
$53K ﹤0.01%
742
-464
1771
$53K ﹤0.01%
243
+6
1772
$53K ﹤0.01%
1,000
1773
$53K ﹤0.01%
3,819
1774
$53K ﹤0.01%
2,084
-2,200
1775
$52K ﹤0.01%
2,298
+42
69 70
71
72 73