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
2401
$19K ﹤0.01%
2,034
-1,738
2402
$19K ﹤0.01%
392
+36
2403
$19K ﹤0.01%
652
+375
2404
$19K ﹤0.01%
2,069
-729
2405
$19K ﹤0.01%
1,076
-1,525
2406
$19K ﹤0.01%
399
+69
2407
$19K ﹤0.01%
1,051
-327
2408
$19K ﹤0.01%
917
2409
$19K ﹤0.01%
975
+900
2410
$19K ﹤0.01%
+385
2411
$19K ﹤0.01%
696
+2
2412
$19K ﹤0.01%
700
2413
$19K ﹤0.01%
248
2414
$19K ﹤0.01%
668
-157
2415
$19K ﹤0.01%
1,398
-2,415
2416
$19K ﹤0.01%
9,024
2417
$19K ﹤0.01%
733
-513
2418
$19K ﹤0.01%
1,187
2419
$19K ﹤0.01%
1,186
-76
2420
$19K ﹤0.01%
383
-292
2421
$19K ﹤0.01%
1,550
-1,275
2422
$19K ﹤0.01%
632
-2,073
2423
$19K ﹤0.01%
1,050
2424
$19K ﹤0.01%
531
+90
2425
$19K ﹤0.01%
2,845
-6,010
95 96
97
98 99