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
2126
$30K ﹤0.01%
7,550
-3,000
2127
$30K ﹤0.01%
378
+10
2128
$30K ﹤0.01%
4,000
-12,463
2129
$30K ﹤0.01%
1,173
-134
2130
$30K ﹤0.01%
897
2131
$30K ﹤0.01%
2,400
2132
$30K ﹤0.01%
819
2133
$30K ﹤0.01%
1,000
2134
$30K ﹤0.01%
2,000
2135
$30K ﹤0.01%
2,178
-2,670
2136
$30K ﹤0.01%
351
+47
2137
$29K ﹤0.01%
190
+100
2138
$29K ﹤0.01%
1,132
-4,528
2139
$29K ﹤0.01%
658
+4
2140
$29K ﹤0.01%
216
-1,287
2141
$29K ﹤0.01%
+600
2142
$29K ﹤0.01%
1,372
-1,674
2143
$29K ﹤0.01%
617
-135
2144
$29K ﹤0.01%
701
-275
2145
$29K ﹤0.01%
+422
2146
$29K ﹤0.01%
414
2147
$29K ﹤0.01%
3,000
2148
$29K ﹤0.01%
2,738
-1,156
2149
$29K ﹤0.01%
468
-1,004
2150
$29K ﹤0.01%
334
+67
84 85
86
87 88