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
2801
$10K ﹤0.01%
1,410
-2,659
2802
$10K ﹤0.01%
350
2803
$10K ﹤0.01%
385
2804
$10K ﹤0.01%
562
-63
2805
$10K ﹤0.01%
+350
2806
$10K ﹤0.01%
335
2807
$10K ﹤0.01%
150
2808
$10K ﹤0.01%
300
2809
$10K ﹤0.01%
200
2810
$10K ﹤0.01%
4,500
2811
$10K ﹤0.01%
+505
2812
$10K ﹤0.01%
32
-74
2813
$10K ﹤0.01%
380
2814
$10K ﹤0.01%
200
-50
2815
$10K ﹤0.01%
68
+5
2816
$10K ﹤0.01%
+357
2817
$10K ﹤0.01%
400
2818
$10K ﹤0.01%
1,000
-10
2819
$9K ﹤0.01%
782
-91
2820
$9K ﹤0.01%
400
-16
2821
$9K ﹤0.01%
1,000
-1,624
2822
$9K ﹤0.01%
400
2823
$9K ﹤0.01%
164
+86
2824
$9K ﹤0.01%
511
-306
2825
$9K ﹤0.01%
315
111 112
113
114 115