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
3026
$7K ﹤0.01%
500
-285
3027
$7K ﹤0.01%
149
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3028
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253
3029
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3030
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400
3031
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+273
3032
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400
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3033
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2
3034
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3035
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169
-54
3036
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1
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3037
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3038
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428
+400
3039
$6K ﹤0.01%
129
+76
3040
$6K ﹤0.01%
310
-1,250
3041
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34
3042
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332
-685
3043
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103
-80
3044
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+159
3045
$6K ﹤0.01%
235
+4
3046
$6K ﹤0.01%
118
3047
$6K ﹤0.01%
408
-59
3048
$6K ﹤0.01%
52
-500
3049
$6K ﹤0.01%
235
-85
3050
$6K ﹤0.01%
163
-133
120 121
122
123 124