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
2151
$29K ﹤0.01%
498
+1
2152
$29K ﹤0.01%
1,078
-461
2153
$29K ﹤0.01%
950
2154
$29K ﹤0.01%
4,531
+28
2155
$29K ﹤0.01%
1,115
2156
$29K ﹤0.01%
2,000
-1,767
2157
$29K ﹤0.01%
2,135
-8,250
2158
$29K ﹤0.01%
559
+302
2159
$29K ﹤0.01%
6,859
-2,863
2160
$29K ﹤0.01%
777
-250
2161
$29K ﹤0.01%
1,735
2162
$29K ﹤0.01%
320
-893
2163
$29K ﹤0.01%
5,258
-2,020
2164
$29K ﹤0.01%
1,220
-53,062
2165
$29K ﹤0.01%
359
-1,518
2166
$28K ﹤0.01%
1,229
-962
2167
$28K ﹤0.01%
1,623
-145
2168
$28K ﹤0.01%
2,000
-1,298
2169
$28K ﹤0.01%
2,414
-2,760
2170
$28K ﹤0.01%
504
-37
2171
$28K ﹤0.01%
+559
2172
$28K ﹤0.01%
1,088
+10
2173
$28K ﹤0.01%
3,546
-44,883
2174
$28K ﹤0.01%
1,474
+510
2175
$28K ﹤0.01%
+486
85 86
87
88 89