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
3126
$5K ﹤0.01%
162
3127
$5K ﹤0.01%
46
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3128
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3129
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74
-396
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3131
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500
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3132
$5K ﹤0.01%
764
+735
3133
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3134
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3135
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81
3136
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400
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3138
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-48
3139
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127
-34
3140
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33
-4
3141
$5K ﹤0.01%
375
3142
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3143
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383
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3144
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50
3145
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122
3146
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78
-6
3147
$5K ﹤0.01%
+225
3148
$5K ﹤0.01%
75
3149
$5K ﹤0.01%
325
3150
$5K ﹤0.01%
89
124 125
126
127 128