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
1926
$41K ﹤0.01%
773
1927
$41K ﹤0.01%
6,970
-6,662
1928
$41K ﹤0.01%
3,962
-12,431
1929
$41K ﹤0.01%
827
+404
1930
$41K ﹤0.01%
275
1931
$41K ﹤0.01%
720
1932
$41K ﹤0.01%
1,080
-50
1933
$41K ﹤0.01%
650
1934
$41K ﹤0.01%
984
-87
1935
$40K ﹤0.01%
3,050
1936
$40K ﹤0.01%
893
-2,064
1937
$40K ﹤0.01%
5,382
-2,659
1938
$40K ﹤0.01%
502
+223
1939
$40K ﹤0.01%
759
-99
1940
$40K ﹤0.01%
9,327
-7,869
1941
$40K ﹤0.01%
2,850
+750
1942
$40K ﹤0.01%
535
-209
1943
$40K ﹤0.01%
581
1944
$40K ﹤0.01%
1,300
1945
$40K ﹤0.01%
1,325
1946
$40K ﹤0.01%
2,700
+2,000
1947
$40K ﹤0.01%
1,350
1948
$40K ﹤0.01%
680
-202
1949
$40K ﹤0.01%
278
-64
1950
$39K ﹤0.01%
500
76 77
78
79 80