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
2826
$9K ﹤0.01%
1,310
-1,144
2827
$9K ﹤0.01%
208
-433
2828
$9K ﹤0.01%
100
2829
$9K ﹤0.01%
220
2830
$9K ﹤0.01%
434
-15
2831
$9K ﹤0.01%
351
+184
2832
$9K ﹤0.01%
573
-573
2833
$9K ﹤0.01%
370
+14
2834
$9K ﹤0.01%
306
-44
2835
$9K ﹤0.01%
760
-823
2836
$9K ﹤0.01%
150
2837
$9K ﹤0.01%
197
+1
2838
$9K ﹤0.01%
150
-25
2839
$9K ﹤0.01%
+6,000
2840
$9K ﹤0.01%
300
-694
2841
$9K ﹤0.01%
200
-1,853
2842
$9K ﹤0.01%
195
2843
$9K ﹤0.01%
298
-62,561
2844
$9K ﹤0.01%
294
-1,132
2845
$9K ﹤0.01%
142
+1
2846
$9K ﹤0.01%
+828
2847
$9K ﹤0.01%
338
2848
$9K ﹤0.01%
1,677
2849
$9K ﹤0.01%
190
2850
$9K ﹤0.01%
200
-146
112 113
114
115 116