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
2751
$11K ﹤0.01%
133
-239
2752
$11K ﹤0.01%
120
-31
2753
$11K ﹤0.01%
2,896
2754
$11K ﹤0.01%
+500
2755
$11K ﹤0.01%
570
-3,476
2756
$11K ﹤0.01%
350
-350
2757
$11K ﹤0.01%
157
-299
2758
$11K ﹤0.01%
17
2759
$11K ﹤0.01%
4,483
2760
$11K ﹤0.01%
337
+92
2761
$11K ﹤0.01%
150
-50
2762
$11K ﹤0.01%
240
2763
$11K ﹤0.01%
+200
2764
– –
0
2765
$11K ﹤0.01%
+500
2766
$10K ﹤0.01%
297
-230
2767
$10K ﹤0.01%
114
-144
2768
$10K ﹤0.01%
700
-390
2769
$10K ﹤0.01%
316
-21
2770
$10K ﹤0.01%
+350
2771
$10K ﹤0.01%
213
2772
$10K ﹤0.01%
710
-1,470
2773
$10K ﹤0.01%
+144
2774
$10K ﹤0.01%
200
2775
$10K ﹤0.01%
500
-550
109 110
111
112 113