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
2601
$14K ﹤0.01%
663
2602
$14K ﹤0.01%
1,587
-500
2603
$14K ﹤0.01%
400
-5,960
2604
$14K ﹤0.01%
219
-269
2605
$14K ﹤0.01%
+450
2606
$14K ﹤0.01%
1,241
2607
$14K ﹤0.01%
982
-297
2608
$14K ﹤0.01%
315
2609
$14K ﹤0.01%
173
-50
2610
$14K ﹤0.01%
+166
2611
$14K ﹤0.01%
406
-92
2612
$14K ﹤0.01%
785
-424
2613
$14K ﹤0.01%
1,100
2614
$14K ﹤0.01%
283
2615
$13K ﹤0.01%
1,000
2616
$13K ﹤0.01%
199
-41
2617
$13K ﹤0.01%
1,000
-3,860
2618
$13K ﹤0.01%
620
-380
2619
$13K ﹤0.01%
140
-15
2620
$13K ﹤0.01%
600
+300
2621
$13K ﹤0.01%
307
2622
$13K ﹤0.01%
1,000
2623
$13K ﹤0.01%
1,500
2624
$13K ﹤0.01%
139
+22
2625
$13K ﹤0.01%
500
103 104
105
106 107