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
2276
$24K ﹤0.01%
698
-5
2277
$24K ﹤0.01%
263
-302
2278
$24K ﹤0.01%
176
-133
2279
$24K ﹤0.01%
408
-736
2280
$24K ﹤0.01%
291
-225
2281
$24K ﹤0.01%
+1,890
2282
$23K ﹤0.01%
654
-26
2283
$23K ﹤0.01%
450
2284
$23K ﹤0.01%
1,204
2285
$23K ﹤0.01%
1,047
2286
$23K ﹤0.01%
1,000
-800
2287
$23K ﹤0.01%
495
2288
$23K ﹤0.01%
125
-170
2289
$23K ﹤0.01%
2,510
2290
$23K ﹤0.01%
1,518
-1,000
2291
$23K ﹤0.01%
630
2292
$23K ﹤0.01%
115
+90
2293
$23K ﹤0.01%
3,148
2294
$23K ﹤0.01%
895
-1,610
2295
$23K ﹤0.01%
410
-2,957
2296
$23K ﹤0.01%
1,000
2297
$23K ﹤0.01%
1,144
+10
2298
$23K ﹤0.01%
1,600
+400
2299
$23K ﹤0.01%
5,950
+2,000
2300
$23K ﹤0.01%
4,982
-3,328
90 91
92
93 94