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
2226
$26K ﹤0.01%
3,460
+460
2227
$26K ﹤0.01%
312
-710
2228
$26K ﹤0.01%
548
-199
2229
$25K ﹤0.01%
836
-1,682
2230
$25K ﹤0.01%
+1,740
2231
$25K ﹤0.01%
294
-22
2232
$25K ﹤0.01%
1,725
-2,110
2233
$25K ﹤0.01%
711
-90
2234
$25K ﹤0.01%
784
+57
2235
$25K ﹤0.01%
2,244
+33
2236
$25K ﹤0.01%
4
-1
2237
$25K ﹤0.01%
+520
2238
$25K ﹤0.01%
365
-100
2239
$25K ﹤0.01%
989
2240
$25K ﹤0.01%
750
2241
$25K ﹤0.01%
244
-406
2242
$25K ﹤0.01%
950
-240
2243
$25K ﹤0.01%
289
-114
2244
$25K ﹤0.01%
546
-25
2245
$25K ﹤0.01%
500
2246
$25K ﹤0.01%
1,682
-45
2247
$25K ﹤0.01%
1,203
-553
2248
$25K ﹤0.01%
274
-697
2249
$25K ﹤0.01%
873
-114
2250
$25K ﹤0.01%
21
-2
88 89
90
91 92