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
2926
$8K ﹤0.01%
+394
2927
$8K ﹤0.01%
+200
2928
$8K ﹤0.01%
100
2929
$8K ﹤0.01%
435
2930
$8K ﹤0.01%
920
-6,768
2931
$8K ﹤0.01%
250
-527
2932
$8K ﹤0.01%
+86
2933
$8K ﹤0.01%
+574
2934
$8K ﹤0.01%
150
+100
2935
$8K ﹤0.01%
+175
2936
$8K ﹤0.01%
544
-4,939
2937
$8K ﹤0.01%
113
+56
2938
$8K ﹤0.01%
44
-131
2939
$8K ﹤0.01%
154
-557
2940
$8K ﹤0.01%
680
-66
2941
$8K ﹤0.01%
189
-112
2942
$8K ﹤0.01%
42
2943
$8K ﹤0.01%
12
+2
2944
$8K ﹤0.01%
100
2945
$8K ﹤0.01%
45
2946
$8K ﹤0.01%
323
+3
2947
$8K ﹤0.01%
568
2948
$8K ﹤0.01%
154
+106
2949
$8K ﹤0.01%
295
2950
$8K ﹤0.01%
13
-6
116 117
118
119 120