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
2301
$23K ﹤0.01%
2,045
-10,900
2302
$23K ﹤0.01%
569
-50
2303
$23K ﹤0.01%
1,546
+969
2304
$23K ﹤0.01%
3,670
2305
$23K ﹤0.01%
2,225
-72
2306
$23K ﹤0.01%
1,500
2307
$23K ﹤0.01%
600
-1,050
2308
$22K ﹤0.01%
650
-2,122
2309
$22K ﹤0.01%
1,069
-500
2310
$22K ﹤0.01%
543
2311
$22K ﹤0.01%
545
-8,264
2312
$22K ﹤0.01%
1,161
-349
2313
$22K ﹤0.01%
579
-575
2314
$22K ﹤0.01%
1,582
-1,495
2315
$22K ﹤0.01%
387
2316
$22K ﹤0.01%
439
-3,681
2317
$22K ﹤0.01%
910
-14,150
2318
$22K ﹤0.01%
161
-14
2319
$22K ﹤0.01%
169
+10
2320
$22K ﹤0.01%
238
+15
2321
$22K ﹤0.01%
149
-270
2322
$22K ﹤0.01%
490
2323
$22K ﹤0.01%
1,663
-1,451
2324
$22K ﹤0.01%
2,154
+11
2325
$22K ﹤0.01%
1,008
-1,075
91 92
93
94 95