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
1976
$38K ﹤0.01%
732
+354
1977
$38K ﹤0.01%
10,000
1978
$37K ﹤0.01%
323
-19
1979
$37K ﹤0.01%
+632
1980
$37K ﹤0.01%
1,825
-6,233
1981
$37K ﹤0.01%
2,802
-486
1982
$37K ﹤0.01%
564
-606
1983
$37K ﹤0.01%
401
-4
1984
$37K ﹤0.01%
1,764
1985
$37K ﹤0.01%
934
-37
1986
$37K ﹤0.01%
500
1987
$37K ﹤0.01%
1,315
+961
1988
$37K ﹤0.01%
900
1989
$37K ﹤0.01%
236
-122
1990
$37K ﹤0.01%
195
-18
1991
$36K ﹤0.01%
1,146
+501
1992
$36K ﹤0.01%
447
+301
1993
$36K ﹤0.01%
1,181
-3,371
1994
$36K ﹤0.01%
1,168
-30
1995
$36K ﹤0.01%
2,550
-1,688
1996
$36K ﹤0.01%
34
+25
1997
$36K ﹤0.01%
4,115
-500
1998
$36K ﹤0.01%
500
1999
$36K ﹤0.01%
723
-19
2000
$36K ﹤0.01%
5,749
-3,811
78 79
80
81 82