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
2576
$15K ﹤0.01%
+601
2577
$15K ﹤0.01%
645
2578
$15K ﹤0.01%
213
2579
$14K ﹤0.01%
536
-414
2580
$14K ﹤0.01%
664
-1,303
2581
$14K ﹤0.01%
161
-100
2582
$14K ﹤0.01%
1,082
+6
2583
$14K ﹤0.01%
435
2584
$14K ﹤0.01%
628
2585
$14K ﹤0.01%
150
-50
2586
$14K ﹤0.01%
1,076
-74
2587
$14K ﹤0.01%
7,500
-300
2588
$14K ﹤0.01%
252
2589
$14K ﹤0.01%
546
2590
$14K ﹤0.01%
397
-333
2591
$14K ﹤0.01%
1,600
2592
$14K ﹤0.01%
563
-13
2593
$14K ﹤0.01%
1,000
2594
$14K ﹤0.01%
220
-2
2595
$14K ﹤0.01%
305
2596
$14K ﹤0.01%
1,100
-594
2597
$14K ﹤0.01%
674
+640
2598
$14K ﹤0.01%
5,500
-100
2599
$14K ﹤0.01%
1,534
2600
$14K ﹤0.01%
202
-159
102 103
104
105 106