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
2626
$13K ﹤0.01%
600
-524
2627
$13K ﹤0.01%
1,100
-4,749
2628
$13K ﹤0.01%
90
+23
2629
$13K ﹤0.01%
+260
2630
$13K ﹤0.01%
717
2631
$13K ﹤0.01%
200
2632
$13K ﹤0.01%
+300
2633
$13K ﹤0.01%
384
+39
2634
$13K ﹤0.01%
275
2635
$13K ﹤0.01%
78
2636
$13K ﹤0.01%
309
2637
$13K ﹤0.01%
137
+61
2638
$13K ﹤0.01%
103
+1
2639
$13K ﹤0.01%
+800
2640
$13K ﹤0.01%
532
-56
2641
$13K ﹤0.01%
1,162
+79
2642
$13K ﹤0.01%
370
2643
$13K ﹤0.01%
339
-45
2644
$13K ﹤0.01%
623
-330
2645
$13K ﹤0.01%
1,459
-2,251
2646
$13K ﹤0.01%
274
2647
$13K ﹤0.01%
10,000
2648
$13K ﹤0.01%
353
+107
2649
$13K ﹤0.01%
1,403
-670
2650
$13K ﹤0.01%
982
-983
104 105
106
107 108