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
2376
$20K ﹤0.01%
343
-210
2377
$20K ﹤0.01%
381
+101
2378
$20K ﹤0.01%
230
-349
2379
$20K ﹤0.01%
305
2380
$20K ﹤0.01%
1,456
-133
2381
$20K ﹤0.01%
3,920
2382
$20K ﹤0.01%
1,105
-481
2383
$20K ﹤0.01%
2,438
2384
$20K ﹤0.01%
862
-4,025
2385
$20K ﹤0.01%
851
-345
2386
$20K ﹤0.01%
305
2387
$20K ﹤0.01%
1,295
-18
2388
$20K ﹤0.01%
597
-59
2389
$20K ﹤0.01%
846
-16
2390
$20K ﹤0.01%
315
-3,828
2391
$20K ﹤0.01%
461
2392
$20K ﹤0.01%
279
+121
2393
$20K ﹤0.01%
142
+83
2394
$20K ﹤0.01%
+300
2395
$20K ﹤0.01%
310
2396
$20K ﹤0.01%
246
-100
2397
$20K ﹤0.01%
2,154
-20,342
2398
$20K ﹤0.01%
564
-291
2399
$19K ﹤0.01%
444
-1,167
2400
$19K ﹤0.01%
931
-132
94 95
96
97 98