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
1901
$43K ﹤0.01%
883
-331
1902
$43K ﹤0.01%
1,456
-142
1903
$43K ﹤0.01%
+1,521
1904
$43K ﹤0.01%
2,055
1905
$43K ﹤0.01%
2,250
-24
1906
$43K ﹤0.01%
779
+24
1907
$42K ﹤0.01%
1,234
+685
1908
$42K ﹤0.01%
952
+67
1909
$42K ﹤0.01%
1,637
+1,339
1910
$42K ﹤0.01%
1,070
+470
1911
$42K ﹤0.01%
4,863
+147
1912
$42K ﹤0.01%
1,047
-139
1913
$42K ﹤0.01%
1,453
1914
$42K ﹤0.01%
708
-62,070
1915
$42K ﹤0.01%
+846
1916
$42K ﹤0.01%
421
1917
$42K ﹤0.01%
700
+315
1918
$42K ﹤0.01%
456
-518
1919
$42K ﹤0.01%
473
-663
1920
$42K ﹤0.01%
322
-507
1921
$42K ﹤0.01%
1,813
-134
1922
$42K ﹤0.01%
495
+31
1923
$41K ﹤0.01%
610
-240
1924
$41K ﹤0.01%
1,294
+1,084
1925
$41K ﹤0.01%
1,133
-509
75 76
77
78 79