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
1851
$47K ﹤0.01%
981
-4
1852
$46K ﹤0.01%
1,047
+84
1853
$46K ﹤0.01%
1,399
1854
$46K ﹤0.01%
2,129
+116
1855
$46K ﹤0.01%
3,296
-2,196
1856
$46K ﹤0.01%
1,134
+449
1857
$46K ﹤0.01%
12,257
-1,453
1858
$46K ﹤0.01%
1,755
-500
1859
$46K ﹤0.01%
367
+41
1860
$46K ﹤0.01%
2,050
-3,272
1861
$46K ﹤0.01%
423
+105
1862
$46K ﹤0.01%
1,520
-235
1863
$46K ﹤0.01%
5,000
1864
$46K ﹤0.01%
2,585
-67
1865
$46K ﹤0.01%
163
+9
1866
$46K ﹤0.01%
953
+112
1867
$46K ﹤0.01%
30,101
1868
$46K ﹤0.01%
2,205
+182
1869
$45K ﹤0.01%
6,964
1870
$45K ﹤0.01%
302
-57
1871
$45K ﹤0.01%
2,486
-313
1872
$45K ﹤0.01%
3,815
-6,378
1873
$45K ﹤0.01%
1,517
+1
1874
$45K ﹤0.01%
100
+4
1875
$45K ﹤0.01%
4,355
-21,899
73 74
75
76 77