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
3001
$7K ﹤0.01%
100
-225
3002
$7K ﹤0.01%
2,000
3003
$7K ﹤0.01%
477
3004
$7K ﹤0.01%
920
+120
3005
$7K ﹤0.01%
126
3006
$7K ﹤0.01%
384
-532
3007
$7K ﹤0.01%
336
-337
3008
$7K ﹤0.01%
249
-7,929
3009
$7K ﹤0.01%
484
-1,700
3010
$7K ﹤0.01%
483
-406
3011
$7K ﹤0.01%
357
3012
$7K ﹤0.01%
163
3013
$7K ﹤0.01%
205
+170
3014
$7K ﹤0.01%
140
3015
$7K ﹤0.01%
200
-238
3016
$7K ﹤0.01%
464
-108
3017
$7K ﹤0.01%
272
-79
3018
$7K ﹤0.01%
351
3019
$7K ﹤0.01%
200
3020
$7K ﹤0.01%
170
-425
3021
$7K ﹤0.01%
341
+306
3022
$7K ﹤0.01%
235
3023
$7K ﹤0.01%
282
-244
3024
$7K ﹤0.01%
452
3025
$7K ﹤0.01%
287
-150
119 120
121
122 123