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
1776
$52K ﹤0.01%
732
-121
1777
$52K ﹤0.01%
390
-2,165
1778
$52K ﹤0.01%
1,010
1779
$52K ﹤0.01%
3,006
-437
1780
$52K ﹤0.01%
952
+730
1781
$52K ﹤0.01%
1,500
-200
1782
$52K ﹤0.01%
2,484
-950
1783
$52K ﹤0.01%
853
-1,005
1784
$52K ﹤0.01%
3,340
-32
1785
$52K ﹤0.01%
1,040
-97
1786
$52K ﹤0.01%
1,975
1787
$51K ﹤0.01%
2,168
1788
$51K ﹤0.01%
1,840
+119
1789
$51K ﹤0.01%
4,720
-4,600
1790
$51K ﹤0.01%
8,746
-16,159
1791
$51K ﹤0.01%
4,211
-7,554
1792
$51K ﹤0.01%
3,271
-1,342
1793
$51K ﹤0.01%
1,223
1794
$51K ﹤0.01%
3,319
+496
1795
$51K ﹤0.01%
864
1796
$50K ﹤0.01%
630
-293
1797
$50K ﹤0.01%
686
-200
1798
$50K ﹤0.01%
1,694
-1,042
1799
$50K ﹤0.01%
2,020
+1,380
1800
$50K ﹤0.01%
288
+237
70 71
72
73 74