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
2176
$28K ﹤0.01%
+150
2177
$28K ﹤0.01%
1,000
2178
$28K ﹤0.01%
593
-170
2179
$28K ﹤0.01%
4,805
-10,323
2180
$28K ﹤0.01%
552
-1,600
2181
$28K ﹤0.01%
1,926
-123
2182
$28K ﹤0.01%
1,489
+1,437
2183
$28K ﹤0.01%
596
-540
2184
$28K ﹤0.01%
538
-48
2185
$28K ﹤0.01%
571
-435
2186
$28K ﹤0.01%
314
2187
$28K ﹤0.01%
402
2188
$28K ﹤0.01%
2,273
-4,070
2189
$27K ﹤0.01%
700
-5,450
2190
$27K ﹤0.01%
1,221
2191
$27K ﹤0.01%
793
+682
2192
$27K ﹤0.01%
+2,100
2193
$27K ﹤0.01%
1,250
-10,926
2194
$27K ﹤0.01%
346
-229
2195
$27K ﹤0.01%
600
2196
$27K ﹤0.01%
3,617
-22,922
2197
$27K ﹤0.01%
300
-100
2198
$27K ﹤0.01%
2,820
+745
2199
$27K ﹤0.01%
766
-28
2200
$27K ﹤0.01%
2,000
86 87
88
89 90