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
2026
$34K ﹤0.01%
4,056
-886
2027
$34K ﹤0.01%
6,498
-4,894
2028
$34K ﹤0.01%
1,750
+1,460
2029
$34K ﹤0.01%
561
-1,330
2030
$34K ﹤0.01%
689
-777
2031
$34K ﹤0.01%
750
2032
$34K ﹤0.01%
679
-87
2033
$34K ﹤0.01%
294
-27
2034
$34K ﹤0.01%
1,665
-2,050
2035
$34K ﹤0.01%
2,431
+72
2036
$34K ﹤0.01%
554
+9
2037
$34K ﹤0.01%
1,500
2038
$33K ﹤0.01%
162
+7
2039
$33K ﹤0.01%
2,279
-3,978
2040
$33K ﹤0.01%
2,103
-2,410
2041
$33K ﹤0.01%
503
+38
2042
$33K ﹤0.01%
2,137
-4,540
2043
$33K ﹤0.01%
1,050
-800
2044
$33K ﹤0.01%
6,260
-9,348
2045
$33K ﹤0.01%
4,800
-22,360
2046
$33K ﹤0.01%
+1,117
2047
$33K ﹤0.01%
7,131
-10,116
2048
$33K ﹤0.01%
1,362
+1,098
2049
$33K ﹤0.01%
708
2050
$33K ﹤0.01%
1,942
-6,787
80 81
82
83 84