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
3151
$5K ﹤0.01%
+10
3152
$5K ﹤0.01%
328
-52
3153
$5K ﹤0.01%
110
+97
3154
$5K ﹤0.01%
162
3155
$5K ﹤0.01%
100
3156
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250
3157
$5K ﹤0.01%
31
-8
3158
$5K ﹤0.01%
+200
3159
$5K ﹤0.01%
100
3160
$5K ﹤0.01%
507
+207
3161
$5K ﹤0.01%
133
-30
3162
$5K ﹤0.01%
100
-200
3163
$5K ﹤0.01%
100
3164
$5K ﹤0.01%
47
-5
3165
$5K ﹤0.01%
+100
3166
$5K ﹤0.01%
573
-396
3167
$5K ﹤0.01%
200
3168
$5K ﹤0.01%
178
-3,424
3169
$5K ﹤0.01%
300
-450
3170
$5K ﹤0.01%
80
3171
$5K ﹤0.01%
575
-117
3172
$5K ﹤0.01%
358
+191
3173
$5K ﹤0.01%
294
-30
3174
$5K ﹤0.01%
67
3175
$5K ﹤0.01%
1,200
-5,250
125 126
127
128 129