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
1951
$39K ﹤0.01%
801
+351
1952
$39K ﹤0.01%
1,347
+855
1953
$39K ﹤0.01%
1,600
-204
1954
$39K ﹤0.01%
434
+1
1955
$39K ﹤0.01%
1,984
-11,749
1956
$39K ﹤0.01%
1,387
-12
1957
$39K ﹤0.01%
333
-100
1958
$39K ﹤0.01%
857
+133
1959
$39K ﹤0.01%
449
+92
1960
$39K ﹤0.01%
1,423
1961
$39K ﹤0.01%
788
1962
$39K ﹤0.01%
2,100
-3,140
1963
$39K ﹤0.01%
969
-18
1964
$39K ﹤0.01%
+1,250
1965
$39K ﹤0.01%
1,535
-94
1966
$39K ﹤0.01%
1,580
-7,618
1967
$39K ﹤0.01%
2,763
+535
1968
$38K ﹤0.01%
+1,310
1969
$38K ﹤0.01%
3,772
-3,248
1970
$38K ﹤0.01%
54
+3
1971
$38K ﹤0.01%
8,142
-666
1972
$38K ﹤0.01%
338
-672
1973
$38K ﹤0.01%
1,525
-1,412
1974
$38K ﹤0.01%
742
+38
1975
$38K ﹤0.01%
2,475
-908
77 78
79
80 81