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
1876
$45K ﹤0.01%
3,100
+10
1877
$45K ﹤0.01%
639
1878
$45K ﹤0.01%
645
1879
$44K ﹤0.01%
1,434
-45
1880
$44K ﹤0.01%
1,150
1881
$44K ﹤0.01%
1,865
+496
1882
$44K ﹤0.01%
500
-310
1883
$44K ﹤0.01%
509
-198
1884
$44K ﹤0.01%
3,750
-220
1885
$44K ﹤0.01%
6,235
-262
1886
$44K ﹤0.01%
426
-427
1887
$44K ﹤0.01%
+2,628
1888
$44K ﹤0.01%
+740
1889
$44K ﹤0.01%
1,266
-29
1890
$44K ﹤0.01%
+1,163
1891
$44K ﹤0.01%
1,270
-452
1892
$44K ﹤0.01%
409
-104
1893
$43K ﹤0.01%
1,238
+3
1894
$43K ﹤0.01%
1,583
+15
1895
$43K ﹤0.01%
1,375
+1,315
1896
$43K ﹤0.01%
720
+105
1897
$43K ﹤0.01%
862
1898
$43K ﹤0.01%
3,000
-3,090
1899
$43K ﹤0.01%
1,500
+250
1900
$43K ﹤0.01%
550
-335
74 75
76
77 78