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
2001
$36K ﹤0.01%
500
-100
2002
$36K ﹤0.01%
600
+100
2003
$36K ﹤0.01%
1,523
-68
2004
$35K ﹤0.01%
1,430
2005
$35K ﹤0.01%
1,842
2006
$35K ﹤0.01%
540
2007
$35K ﹤0.01%
883
-87
2008
$35K ﹤0.01%
1,700
-545
2009
$35K ﹤0.01%
1,326
+12
2010
$35K ﹤0.01%
1,122
-214
2011
$35K ﹤0.01%
1,011
-9,408
2012
$35K ﹤0.01%
413
-170
2013
$35K ﹤0.01%
985
2014
$35K ﹤0.01%
2,673
+288
2015
$35K ﹤0.01%
372
+1
2016
$35K ﹤0.01%
420
2017
$35K ﹤0.01%
4,300
-162
2018
$35K ﹤0.01%
602
+12
2019
$35K ﹤0.01%
1,340
-512
2020
$35K ﹤0.01%
1,095
-1,415
2021
$35K ﹤0.01%
1,520
2022
$35K ﹤0.01%
2,939
-9,068
2023
$34K ﹤0.01%
806
-397
2024
$34K ﹤0.01%
1,523
-1,338
2025
$34K ﹤0.01%
1,223
79 80
81
82 83