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
2076
$32K ﹤0.01%
355
2077
$32K ﹤0.01%
1,056
+389
2078
$32K ﹤0.01%
1,781
-256,395
2079
$32K ﹤0.01%
750
2080
$31K ﹤0.01%
781
+600
2081
$31K ﹤0.01%
1,698
+1,337
2082
$31K ﹤0.01%
131
+17
2083
$31K ﹤0.01%
2,104
-3,957
2084
$31K ﹤0.01%
506
-225
2085
$31K ﹤0.01%
242
2086
$31K ﹤0.01%
264
-10
2087
$31K ﹤0.01%
1,031
2088
$31K ﹤0.01%
1,229
2089
$31K ﹤0.01%
2,710
-698
2090
$31K ﹤0.01%
+489
2091
$31K ﹤0.01%
248
-598
2092
$31K ﹤0.01%
582
-31
2093
$31K ﹤0.01%
+529
2094
$31K ﹤0.01%
598
-2,658
2095
$31K ﹤0.01%
3,000
+760
2096
$31K ﹤0.01%
1,957
-120
2097
$31K ﹤0.01%
4,428
-400
2098
$31K ﹤0.01%
308
-198
2099
$31K ﹤0.01%
295
-117
2100
$31K ﹤0.01%
1,158
+519
82 83
84
85 86