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
2901
$8K ﹤0.01%
210
-10,800
2902
$8K ﹤0.01%
+175
2903
$8K ﹤0.01%
2,239
+150
2904
$8K ﹤0.01%
1,361
2905
$8K ﹤0.01%
136
2906
$8K ﹤0.01%
700
+365
2907
$8K ﹤0.01%
287
+80
2908
$8K ﹤0.01%
375
-2,056
2909
$8K ﹤0.01%
213
-41
2910
$8K ﹤0.01%
241
2911
$8K ﹤0.01%
241
2912
$8K ﹤0.01%
315
2913
$8K ﹤0.01%
157
-7
2914
$8K ﹤0.01%
100
2915
$8K ﹤0.01%
706
-21
2916
$8K ﹤0.01%
156
-549
2917
$8K ﹤0.01%
122
-702
2918
$8K ﹤0.01%
126
2919
$8K ﹤0.01%
100
2920
$8K ﹤0.01%
116
2921
$8K ﹤0.01%
241
+133
2922
$8K ﹤0.01%
90
-69
2923
$8K ﹤0.01%
202
2924
$8K ﹤0.01%
324
-108
2925
$8K ﹤0.01%
107
+56
115 116
117
118 119