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
1826
$49K ﹤0.01%
3,255
1827
$48K ﹤0.01%
2,201
1828
$48K ﹤0.01%
1,400
-11,006
1829
$48K ﹤0.01%
1,344
-8,932
1830
$48K ﹤0.01%
620
-52
1831
$48K ﹤0.01%
3,340
-4,193
1832
$48K ﹤0.01%
749
1833
$48K ﹤0.01%
593
+44
1834
$48K ﹤0.01%
2,550
-3,070
1835
$48K ﹤0.01%
1,725
+1,714
1836
$48K ﹤0.01%
1,325
-2,280
1837
$48K ﹤0.01%
969
+2
1838
$48K ﹤0.01%
1,700
-500
1839
$48K ﹤0.01%
1,514
-161
1840
$47K ﹤0.01%
716
-758
1841
$47K ﹤0.01%
1,381
-59
1842
$47K ﹤0.01%
6,276
1843
$47K ﹤0.01%
950
+495
1844
$47K ﹤0.01%
916
-223
1845
$47K ﹤0.01%
858
-132
1846
$47K ﹤0.01%
849
-104
1847
$47K ﹤0.01%
1,934
-2,298
1848
$47K ﹤0.01%
4,240
+1,200
1849
$47K ﹤0.01%
919
-348
1850
$47K ﹤0.01%
457
-13
72 73
74
75 76