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
2326
$22K ﹤0.01%
1,150
+34
2327
$22K ﹤0.01%
1,060
-32
2328
$22K ﹤0.01%
44
-6
2329
$22K ﹤0.01%
7,035
-299
2330
$22K ﹤0.01%
645
2331
$22K ﹤0.01%
1,560
-7,277
2332
$22K ﹤0.01%
264
+2
2333
$22K ﹤0.01%
800
-38
2334
$22K ﹤0.01%
1,521
-645
2335
$22K ﹤0.01%
2,277
+55
2336
$22K ﹤0.01%
273
+103
2337
$21K ﹤0.01%
600
2338
$21K ﹤0.01%
3,611
+2,860
2339
$21K ﹤0.01%
375
+100
2340
$21K ﹤0.01%
170
+122
2341
$21K ﹤0.01%
379
+5
2342
$21K ﹤0.01%
2,020
-6,148
2343
$21K ﹤0.01%
1,018
2344
$21K ﹤0.01%
3,530
-2,219
2345
$21K ﹤0.01%
953
+453
2346
$21K ﹤0.01%
4,910
2347
$21K ﹤0.01%
7,074
+2,583
2348
$21K ﹤0.01%
341
-101
2349
$21K ﹤0.01%
2,198
+42
2350
$21K ﹤0.01%
346
-1,960
92 93
94
95 96