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
2851
$9K ﹤0.01%
3,864
-800
2852
$9K ﹤0.01%
523
+20
2853
$9K ﹤0.01%
2,000
2854
$9K ﹤0.01%
384
-1,439
2855
$9K ﹤0.01%
120
+63
2856
$9K ﹤0.01%
294
2857
$9K ﹤0.01%
550
2858
$9K ﹤0.01%
100
-73
2859
$9K ﹤0.01%
3,071
-1,000
2860
$9K ﹤0.01%
509
+19
2861
$9K ﹤0.01%
2,181
-1,000
2862
$9K ﹤0.01%
500
-25
2863
$9K ﹤0.01%
515
-19
2864
$9K ﹤0.01%
200
2865
$9K ﹤0.01%
312
+63
2866
$9K ﹤0.01%
127
-8,147
2867
$9K ﹤0.01%
2,100
-500
2868
$9K ﹤0.01%
48
2869
$9K ﹤0.01%
+400
2870
$9K ﹤0.01%
778
-278
2871
$9K ﹤0.01%
265
2872
$9K ﹤0.01%
217
2873
$9K ﹤0.01%
226
+26
2874
$9K ﹤0.01%
222
-1,622
2875
$9K ﹤0.01%
500
113 114
115
116 117