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
2726
$11K ﹤0.01%
1,223
2727
$11K ﹤0.01%
550
-645
2728
$11K ﹤0.01%
6
2729
$11K ﹤0.01%
154
+19
2730
$11K ﹤0.01%
200
2731
$11K ﹤0.01%
227
2732
$11K ﹤0.01%
1,661
-1,205
2733
$11K ﹤0.01%
395
-1,831
2734
$11K ﹤0.01%
286
+23
2735
$11K ﹤0.01%
465
2736
$11K ﹤0.01%
458
2737
$11K ﹤0.01%
4,820
-635
2738
$11K ﹤0.01%
455
+425
2739
$11K ﹤0.01%
250
2740
$11K ﹤0.01%
68
-112
2741
$11K ﹤0.01%
477
-986
2742
$11K ﹤0.01%
144
2743
$11K ﹤0.01%
154
-300
2744
$11K ﹤0.01%
553
2745
$11K ﹤0.01%
233
+87
2746
$11K ﹤0.01%
410
-600
2747
$11K ﹤0.01%
229
+4
2748
$11K ﹤0.01%
757
2749
$11K ﹤0.01%
150
-61
2750
$11K ﹤0.01%
327
-275
108 109
110
111 112