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
2651
$13K ﹤0.01%
125
2652
$12K ﹤0.01%
225
2653
$12K ﹤0.01%
430
2654
$12K ﹤0.01%
2,087
-144
2655
$12K ﹤0.01%
125
-7
2656
$12K ﹤0.01%
258
-1,000
2657
$12K ﹤0.01%
134
-383
2658
$12K ﹤0.01%
251
-60
2659
$12K ﹤0.01%
758
-400
2660
$12K ﹤0.01%
282
-900
2661
$12K ﹤0.01%
1,250
2662
$12K ﹤0.01%
+389
2663
$12K ﹤0.01%
375
-815
2664
$12K ﹤0.01%
697
-5,443
2665
$12K ﹤0.01%
108
+51
2666
$12K ﹤0.01%
200
-130
2667
$12K ﹤0.01%
145
-23
2668
$12K ﹤0.01%
912
-250
2669
$12K ﹤0.01%
342
-5
2670
$12K ﹤0.01%
211
-14
2671
$12K ﹤0.01%
718
-2,985
2672
$12K ﹤0.01%
593
-216
2673
$12K ﹤0.01%
1,200
2674
$12K ﹤0.01%
162
-8
2675
$12K ﹤0.01%
1,061
-27,423
105 106
107
108 109