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
2976
$7K ﹤0.01%
130
-1,160
2977
$7K ﹤0.01%
200
-46
2978
$7K ﹤0.01%
670
2979
$7K ﹤0.01%
106
-50
2980
$7K ﹤0.01%
1,054
+500
2981
$7K ﹤0.01%
94
-314
2982
$7K ﹤0.01%
493
-400
2983
$7K ﹤0.01%
360
2984
$7K ﹤0.01%
379
2985
$7K ﹤0.01%
200
+88
2986
$7K ﹤0.01%
91
-7,500
2987
$7K ﹤0.01%
15
-21
2988
$7K ﹤0.01%
620
-4,774
2989
$7K ﹤0.01%
3,570
2990
$7K ﹤0.01%
228
+50
2991
$7K ﹤0.01%
242
-39
2992
$7K ﹤0.01%
193
2993
$7K ﹤0.01%
377
+290
2994
$7K ﹤0.01%
324
-18
2995
$7K ﹤0.01%
+50
2996
$7K ﹤0.01%
217
-48
2997
$7K ﹤0.01%
590
-207
2998
$7K ﹤0.01%
590
-100
2999
$7K ﹤0.01%
704
+19
3000
$7K ﹤0.01%
+312
118 119
120
121 122