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
2776
$10K ﹤0.01%
260
-1,342
2777
$10K ﹤0.01%
+333
2778
$10K ﹤0.01%
233
+209
2779
$10K ﹤0.01%
100
-18
2780
$10K ﹤0.01%
+25
2781
$10K ﹤0.01%
388
-2,013
2782
$10K ﹤0.01%
209
-93
2783
$10K ﹤0.01%
212
-43
2784
$10K ﹤0.01%
78
2785
$10K ﹤0.01%
188
-179
2786
$10K ﹤0.01%
157
2787
$10K ﹤0.01%
1,000
-564
2788
$10K ﹤0.01%
235
2789
$10K ﹤0.01%
228
-1,514
2790
$10K ﹤0.01%
262
-290
2791
$10K ﹤0.01%
850
-1,000
2792
$10K ﹤0.01%
87
-2
2793
$10K ﹤0.01%
174
2794
$10K ﹤0.01%
392
-14
2795
$10K ﹤0.01%
164
2796
$10K ﹤0.01%
550
2797
$10K ﹤0.01%
501
-319
2798
$10K ﹤0.01%
200
2799
$10K ﹤0.01%
218
-9,104
2800
$10K ﹤0.01%
215
110 111
112
113 114