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
2951
$8K ﹤0.01%
1,000
-200
2952
$8K ﹤0.01%
331
2953
$8K ﹤0.01%
131
-19
2954
$8K ﹤0.01%
186
-1,330
2955
$8K ﹤0.01%
1,740
+140
2956
$8K ﹤0.01%
2,100
+1,000
2957
$8K ﹤0.01%
+472
2958
$8K ﹤0.01%
800
2959
$8K ﹤0.01%
800
-200
2960
$8K ﹤0.01%
102
2961
$8K ﹤0.01%
877
-156
2962
$8K ﹤0.01%
362
2963
$8K ﹤0.01%
450
2964
$8K ﹤0.01%
581
-7,547
2965
$8K ﹤0.01%
650
-326
2966
$8K ﹤0.01%
538
-417
2967
$8K ﹤0.01%
141
-454
2968
$8K ﹤0.01%
422
-169
2969
$8K ﹤0.01%
393
-464
2970
$8K ﹤0.01%
1,000
2971
$8K ﹤0.01%
140
+74
2972
$8K ﹤0.01%
2,417
2973
$7K ﹤0.01%
107
2974
$7K ﹤0.01%
143
-293
2975
$7K ﹤0.01%
52
+20
117 118
119
120 121