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
2451
$18K ﹤0.01%
1,051
2452
$18K ﹤0.01%
297
2453
$18K ﹤0.01%
107
2454
$18K ﹤0.01%
185
+14
2455
$18K ﹤0.01%
217
-4
2456
$18K ﹤0.01%
238
2457
$18K ﹤0.01%
293
-420
2458
$18K ﹤0.01%
423
+88
2459
$18K ﹤0.01%
3,185
+730
2460
$18K ﹤0.01%
+5,752
2461
$18K ﹤0.01%
201
-244
2462
$18K ﹤0.01%
608
+2
2463
$18K ﹤0.01%
2,415
-99
2464
$18K ﹤0.01%
111
-49
2465
$18K ﹤0.01%
988
+127
2466
$18K ﹤0.01%
209
+101
2467
$18K ﹤0.01%
1,000
2468
$18K ﹤0.01%
1,025
-238
2469
$18K ﹤0.01%
686
2470
$18K ﹤0.01%
904
+324
2471
$18K ﹤0.01%
312
+99
2472
$18K ﹤0.01%
564
-944
2473
$18K ﹤0.01%
531
-222
2474
$18K ﹤0.01%
630
2475
$17K ﹤0.01%
195
-3,999
97 98
99
100 101