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
2701
$12K ﹤0.01%
457
-21
2702
$11K ﹤0.01%
327
-279
2703
$11K ﹤0.01%
155
2704
$11K ﹤0.01%
282
-300
2705
$11K ﹤0.01%
420
-12,900
2706
$11K ﹤0.01%
275
-137
2707
$11K ﹤0.01%
507
-1,020
2708
$11K ﹤0.01%
880
+8
2709
$11K ﹤0.01%
700
+600
2710
$11K ﹤0.01%
3,400
-2,800
2711
$11K ﹤0.01%
261
+32
2712
$11K ﹤0.01%
84
-108
2713
$11K ﹤0.01%
291
+92
2714
$11K ﹤0.01%
218
-1,263
2715
$11K ﹤0.01%
1,000
2716
$11K ﹤0.01%
173
-39
2717
$11K ﹤0.01%
501
-650
2718
$11K ﹤0.01%
360
2719
$11K ﹤0.01%
605
-135
2720
$11K ﹤0.01%
1,278
2721
$11K ﹤0.01%
280
2722
$11K ﹤0.01%
+337
2723
$11K ﹤0.01%
3
2724
$11K ﹤0.01%
282
-26
2725
$11K ﹤0.01%
492
-99
107 108
109
110 111